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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 | $102,938+197.9% | $94,105+225.9% | $138,895+120.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.12% | 250.28%-233.2pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $8,719 | $2,732+219.2% | $2,504+248.1% | $4,194+107.9% |
| Participant deferral / active EE | $20,634 | $4,196+391.7% | $3,881+431.7% | $6,396+222.6% |
| Admin fee / account holder | $60 | $6,600-99.1% | $6,199-99.0% | $12,562-99.5% |