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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 | $285,844 | $111,535+156.3% | $105,223+171.7% | $137,256+108.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.56% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $9,205 | $3,939+133.7% | $3,689+149.6% | $4,156+121.5% |
| Participant deferral / active EE | $6,587 | $5,500+19.8% | $5,072+29.9% | $6,407+2.8% |
| Admin fee / account holder | $40 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |