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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 | $111,878+305.8% | $93,727+384.4% | $145,897+211.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 18.79% | 204.28%-185.5pp | 133.83%-115.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $5,000 | $3,092+61.7% | $2,421+106.5% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $108 | $10,256-98.9% | $8,292-98.7% | $13,390-99.2% |