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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 | $314,693 | $106,247+196.2% | $96,515+226.1% | $139,466+125.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.49% | 38.47%+9.0pp | 35.73%+11.8pp | 373.66%-326.2pp |
| Employer contribution / active EE | $2,500 | $4,106-39.1% | $3,740-33.1% | $4,754-47.4% |
| Participant deferral / active EE | $4,357 | $5,456-20.1% | $4,880-10.7% | $6,712-35.1% |
| Admin fee / account holder | $6 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |