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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 | $371,457 | $110,093+237.4% | $97,295+281.8% | $145,897+154.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 13.06% | 244.76%-231.7pp | 75.62%-62.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $14,386 | $3,077+367.5% | $2,723+428.3% | $4,663+208.5% |
| Participant deferral / active EE | $8,046 | $4,678+72.0% | $4,264+88.7% | $6,689+20.3% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |