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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 | $326,475 | $185,883+75.6% | $170,043+92.0% | $139,466+134.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.50% | 60.54%-3.0pp | 53.40%+4.1pp | 373.66%-316.2pp |
| Employer contribution / active EE | $5,218 | $7,596-31.3% | $6,790-23.2% | $4,754+9.8% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $9 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |