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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 | $418,596 | $124,330+236.7% | $109,173+283.4% | $167,536+149.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.84% | 26.04%-8.2pp | 25.75%-7.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $6,667 | $4,209+58.4% | $3,723+79.1% | $4,839+37.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $269 | $7,974-96.6% | $6,755-96.0% | $12,315-97.8% |