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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 | $367,139 | $69,118+431.2% | $53,647+584.4% | $138,895+164.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 11.11% | 248.26%-237.2pp | 358.33%-347.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,706 | $1,189+43.4% | $962+77.3% | $4,194-59.3% |
| Participant deferral / active EE | $6,975 | $2,274+206.7% | $1,813+284.7% | $6,396+9.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |