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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 | $102,938+203.7% | $94,105+232.2% | $138,895+125.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 25.65% | 250.28%-224.6pp | 204.55%-178.9pp | 145.39%-119.7pp |
| Employer contribution / active EE | $46,632 | $2,732+1607.0% | $2,504+1762.0% | $4,194+1011.8% |
| Participant deferral / active EE | $26,096 | $4,196+521.9% | $3,881+572.4% | $6,396+308.0% |
| Admin fee / account holder | $72 | $6,600-98.9% | $6,199-98.8% | $12,562-99.4% |