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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 | $454,814 | $144,130+215.6% | $117,861+285.9% | $147,586+208.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.87% | 531.20%-511.3pp | 335.11%-315.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,166 | $4,897-55.8% | $3,786-42.8% | $4,876-55.6% |
| Participant deferral / active EE | $8,104 | $5,316+52.4% | $4,482+80.8% | $5,439+49.0% |
| Admin fee / account holder | $158 | $10,887-98.6% | $8,021-98.0% | $10,886-98.5% |