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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 | $315,730 | $99,652+216.8% | $78,778+300.8% | $147,586+113.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.31% | 47.28%-26.0pp | 35.62%-14.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $8,150 | $2,796+191.5% | $1,986+310.4% | $4,876+67.1% |
| Participant deferral / active EE | $2,896 | $3,664-21.0% | $2,958-2.1% | $5,439-46.8% |
| Admin fee / account holder | $288 | $7,155-96.0% | $5,134-94.4% | $10,886-97.4% |