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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 | $515,655 | $110,039+368.6% | $97,260+430.2% | $145,884+253.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.42% | 244.44%-219.0pp | 75.54%-50.1pp | 551.85%-526.4pp |
| Employer contribution / active EE | $3,430 | $3,074+11.6% | $2,721+26.0% | $4,662-26.4% |
| Participant deferral / active EE | $14,433 | $4,674+208.8% | $4,262+238.7% | $6,690+115.8% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |