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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 | $902,264 | $85,790+951.7% | $67,313+1240.4% | $135,379+566.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 11.24% | -0.54%+11.8pp | -4.08%+15.3pp | 519.79%-508.5pp |
| Employer contribution / active EE | $32,960 | $3,487+845.1% | $2,566+1184.7% | $4,779+589.7% |
| Participant deferral / active EE | $20,778 | $4,651+346.7% | $3,568+482.3% | $5,609+270.4% |
| Admin fee / account holder | $4 | $6,392-99.9% | $4,507-99.9% | $10,828-100.0% |