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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 | $445,186 | $132,634+235.7% | $115,768+284.6% | $137,256+224.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 55.52% | 160.70%-105.2pp | 100.46%-44.9pp | 220.34%-164.8pp |
| Employer contribution / active EE | $2,449 | $3,360-27.1% | $2,940-16.7% | $4,156-41.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |