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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 | $306,677 | $126,113+143.2% | $116,096+164.2% | $155,188+97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.12% | 391.72%-374.6pp | 326.25%-309.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $8,719 | $2,672+226.4% | $2,503+248.3% | $4,248+105.3% |
| Participant deferral / active EE | $20,634 | $4,162+395.8% | $3,952+422.1% | $6,531+215.9% |
| Admin fee / account holder | $60 | $8,045-99.3% | $7,704-99.2% | $14,480-99.6% |