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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 | $477,848 | $118,708+302.5% | $98,920+383.1% | $158,966+200.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 27.05% | 372.49%-345.4pp | 196.47%-169.4pp | 302.95%-275.9pp |
| Employer contribution / active EE | $2,885 | $3,334-13.5% | $2,689+7.3% | $4,762-39.4% |
| Participant deferral / active EE | $9,808 | $5,089+92.7% | $4,245+131.1% | $5,983+63.9% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |