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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 | $272,190 | $84,527+222.0% | $67,711+302.0% | $125,393+117.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 120.54% | 2.57%+118.0pp | 25.41%+95.1pp | 282.23%-161.7pp |
| Employer contribution / active EE | $2,152 | $3,292-34.6% | $2,559-15.9% | $4,866-55.8% |
| Participant deferral / active EE | $9,152 | $4,429+106.6% | $3,585+155.3% | $5,351+71.0% |
| Admin fee / account holder | $257 | $5,340-95.2% | $4,255-94.0% | $9,541-97.3% |