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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 | $435,900 | $107,368+306.0% | $92,915+369.1% | $152,909+185.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.88% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,495 | $4,222-40.9% | $3,653-31.7% | $4,764-47.6% |
| Participant deferral / active EE | $16,840 | $4,848+247.4% | $4,238+297.3% | $5,851+187.8% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |