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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 | $311,631 | $96,388+223.3% | $80,627+286.5% | $139,466+123.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.68% | 1352.08%-1335.4pp | 936.76%-920.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,350 | $3,260-58.6% | $2,723-50.4% | $4,754-71.6% |
| Participant deferral / active EE | $8,365 | $5,224+60.1% | $4,443+88.3% | $6,712+24.6% |
| Admin fee / account holder | $50 | $6,603-99.2% | $5,381-99.1% | $11,409-99.6% |