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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 | $914,534 | $152,591+499.3% | $117,529+678.1% | $134,545+579.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 7.46% | 53.04%-45.6pp | 29.77%-22.3pp | 418.37%-410.9pp |
| Employer contribution / active EE | $4,905 | $5,576-12.0% | $4,179+17.4% | $4,742+3.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |