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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $561,915 | $104,694+436.7% | $85,709+555.6% | $167,536+235.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.81% | 21.45%-6.6pp | 21.49%-6.7pp | 478.82%-464.0pp |
| Employer contribution / active EE | $12,578 | $3,337+276.9% | $2,619+380.3% | $4,839+159.9% |
| Participant deferral / active EE | $5,100 | $4,826+5.7% | $3,924+30.0% | $6,342-19.6% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |