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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 | $454,050 | $111,785+306.2% | $93,669+384.7% | $145,877+211.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 18.79% | 203.79%-185.0pp | 133.59%-114.8pp | 551.28%-532.5pp |
| Employer contribution / active EE | $5,000 | $3,096+61.5% | $2,424+106.3% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $108 | $10,256-98.9% | $8,291-98.7% | $13,402-99.2% |