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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 | $427,881 | $114,013+275.3% | $103,693+312.6% | $155,188+175.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.67% | 49.31%-40.6pp | 47.61%-38.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,600 | $4,970+334.6% | $4,579+371.7% | $6,531+230.7% |
| Admin fee / account holder | $30 | $8,407-99.6% | $7,858-99.6% | $14,480-99.8% |