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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 | $111,787+306.2% | $93,681+384.7% | $145,978+211.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 18.79% | 203.52%-184.7pp | 133.47%-114.7pp | 550.52%-531.7pp |
| Employer contribution / active EE | $5,000 | $3,093+61.6% | $2,422+106.4% | $4,662+7.3% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $108 | $10,256-98.9% | $8,290-98.7% | $13,400-99.2% |