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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 | $453,209 | $154,209+193.9% | $130,062+248.5% | $139,487+224.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 23.74% | 32.52%-8.8pp | -137.37%+161.1pp | 373.84%-350.1pp |
| Employer contribution / active EE | $34,063 | $5,292+543.6% | $4,322+688.1% | $4,755+616.4% |
| Participant deferral / active EE | $22,038 | $6,709+228.5% | $5,821+278.6% | $6,713+228.3% |
| Admin fee / account holder | $67 | $13,988-99.5% | $10,601-99.4% | $11,407-99.4% |