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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 | $459,968 | $165,399+178.1% | $149,745+207.2% | $158,982+189.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.23% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $23,962 | $5,105+369.4% | $4,646+415.8% | $4,763+403.1% |
| Participant deferral / active EE | $18,058 | $7,183+151.4% | $6,843+163.9% | $5,983+201.8% |
| Admin fee / account holder | $258 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |