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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 | $250,496 | $88,754+182.2% | $81,820+206.2% | $145,877+71.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.08% | 1031.77%-1020.7pp | 777.93%-766.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $26,943 | $3,085+773.3% | $2,915+824.3% | $4,663+477.8% |
| Participant deferral / active EE | $17,208 | $4,648+270.2% | $4,323+298.1% | $6,691+157.2% |
| Admin fee / account holder | $53 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |