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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 | $263,089 | $88,778+196.3% | $81,844+221.5% | $145,884+80.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.92% | 1033.03%-1023.1pp | 778.87%-768.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $5,355 | $3,087+73.5% | $2,916+83.6% | $4,662+14.9% |
| Participant deferral / active EE | $25,563 | $4,648+449.9% | $4,323+491.3% | $6,690+282.1% |
| Admin fee / account holder | $45 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |