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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 | $273,722 | $110,278+148.2% | $95,740+185.9% | $139,466+96.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.65% | 27.19%-9.5pp | 28.41%-10.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $8,615 | $3,260+164.2% | $2,836+203.8% | $4,754+81.2% |
| Participant deferral / active EE | $13,450 | $4,674+187.7% | $4,244+216.9% | $6,712+100.4% |
| Admin fee / account holder | $264 | $6,613-96.0% | $5,676-95.4% | $11,409-97.7% |