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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 | $853,378 | $148,629+474.2% | $135,982+527.6% | $139,487+511.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.66% | 79.33%-51.7pp | 68.32%-40.7pp | 373.84%-346.2pp |
| Employer contribution / active EE | $2,683 | $5,247-48.9% | $4,859-44.8% | $4,755-43.6% |
| Participant deferral / active EE | $19,841 | $8,102+144.9% | $7,760+155.7% | $6,713+195.6% |
| Admin fee / account holder | $205 | $12,406-98.3% | $10,767-98.1% | $11,407-98.2% |