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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 | $548,333 | $162,529+237.4% | $130,788+319.3% | $154,746+254.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.70% | 510.48%-498.8pp | 386.44%-374.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $15,750 | $4,447+254.1% | $3,558+342.7% | $4,379+259.7% |
| Participant deferral / active EE | $18,469 | $4,808+284.1% | $4,137+346.4% | $6,730+174.4% |
| Admin fee / account holder | $79 | $7,669-99.0% | $6,673-98.8% | $14,365-99.5% |