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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 | $418,174 | $180,749+131.4% | $160,784+160.1% | $137,256+204.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.27% | 2234.46%-2221.2pp | 1803.92%-1790.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,937 | $4,155-53.4% | $3,733-48.1% | $4,156-53.4% |
| Participant deferral / active EE | $21,917 | $6,844+220.2% | $6,293+248.3% | $6,407+242.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |