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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 | $411,412 | $107,363+283.2% | $92,909+342.8% | $152,897+169.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.74% | 145.63%-121.9pp | 109.44%-85.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,837 | $4,222-56.5% | $3,653-49.7% | $4,764-61.4% |
| Participant deferral / active EE | $6,715 | $4,848+38.5% | $4,238+58.4% | $5,851+14.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |