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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 | $263,709 | $167,030+57.9% | $135,768+94.2% | $155,188+69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.48% | 678.39%-659.9pp | 526.10%-507.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,848 | $4,528-15.0% | $3,977-3.2% | $6,531-41.1% |
| Admin fee / account holder | $268 | $8,172-96.7% | $7,048-96.2% | $14,480-98.1% |