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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 | $375,610 | $102,638+266.0% | $81,991+358.1% | $158,966+136.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.78% | 61.05%-44.3pp | 41.31%-24.5pp | 302.95%-286.2pp |
| Employer contribution / active EE | $5,427 | $3,241+67.5% | $2,498+117.2% | $4,762+14.0% |
| Participant deferral / active EE | $15,419 | $4,649+231.6% | $3,722+314.2% | $5,983+157.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |