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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 | $282,290 | $118,708+137.8% | $98,920+185.4% | $158,966+77.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 27.44% | 372.49%-345.0pp | 196.47%-169.0pp | 302.95%-275.5pp |
| Employer contribution / active EE | $944 | $3,334-71.7% | $2,689-64.9% | $4,762-80.2% |
| Participant deferral / active EE | $3,737 | $5,089-26.6% | $4,245-12.0% | $5,983-37.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |