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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 | $312,587 | $125,778+148.5% | $114,563+172.9% | $154,746+102.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 25.65% | 295.14%-269.5pp | 241.09%-215.4pp | 172.34%-146.7pp |
| Employer contribution / active EE | $46,632 | $2,806+1561.9% | $2,592+1699.0% | $4,379+964.9% |
| Participant deferral / active EE | $26,096 | $4,445+487.2% | $4,142+530.0% | $6,730+287.7% |
| Admin fee / account holder | $72 | $8,190-99.1% | $7,623-99.1% | $14,365-99.5% |