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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 | $416,176 | $125,190+232.4% | $105,624+294.0% | $145,897+185.3% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 21.46% | 225.22%-203.8pp | 116.20%-94.7pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,270 | $3,720-12.1% | $3,168+3.2% | $4,663-29.9% |
| Participant deferral / active EE | $15,250 | $5,716+166.8% | $5,013+204.2% | $6,689+128.0% |
| Admin fee / account holder | $116 | $17,138-99.3% | $10,961-98.9% | $13,390-99.1% |