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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 | $467,036 | $154,209+202.9% | $130,062+259.1% | $139,487+234.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.93% | 32.52%-11.6pp | -137.37%+158.3pp | 373.84%-352.9pp |
| Employer contribution / active EE | $6,460 | $5,292+22.1% | $4,322+49.5% | $4,755+35.9% |
| Participant deferral / active EE | $10,042 | $6,709+49.7% | $5,821+72.5% | $6,713+49.6% |
| Admin fee / account holder | $173 | $13,988-98.8% | $10,601-98.4% | $11,407-98.5% |