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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 | $111,814+306.1% | $93,654+384.8% | $145,959+211.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 18.79% | 203.30%-184.5pp | 133.34%-114.6pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,000 | $3,092+61.7% | $2,421+106.5% | $4,661+7.3% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $108 | $10,246-98.9% | $8,282-98.7% | $13,398-99.2% |