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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 | $297,532 | $88,754+235.2% | $81,820+263.6% | $145,877+104.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.37% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $979 | $3,085-68.3% | $2,915-66.4% | $4,663-79.0% |
| Participant deferral / active EE | $2,446 | $4,648-47.4% | $4,323-43.4% | $6,691-63.4% |
| Admin fee / account holder | $40 | $8,424-99.5% | $7,391-99.5% | $13,402-99.7% |