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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 | $425,934 | $99,053+330.0% | $88,179+383.0% | $138,895+206.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.37% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $10,000 | $2,882+247.0% | $2,549+292.3% | $4,194+138.4% |
| Participant deferral / active EE | $9,996 | $5,225+91.3% | $4,614+116.7% | $6,396+56.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |