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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 | $298,707 | $111,535+167.8% | $105,223+183.9% | $137,256+117.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.32% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $7,047 | $3,939+78.9% | $3,689+91.1% | $4,156+69.6% |
| Participant deferral / active EE | $14,710 | $5,500+167.5% | $5,072+190.0% | $6,407+129.6% |
| Admin fee / account holder | $138 | $9,721-98.6% | $8,859-98.4% | $12,270-98.9% |