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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 | $501,526 | $111,535+349.7% | $105,223+376.6% | $137,256+265.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.03% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $20,046 | $3,939+408.9% | $3,689+443.5% | $4,156+382.3% |
| Participant deferral / active EE | $6,803 | $5,500+23.7% | $5,072+34.1% | $6,407+6.2% |
| Admin fee / account holder | $181 | $9,721-98.1% | $8,859-98.0% | $12,270-98.5% |