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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 | $466,759 | $109,908+324.7% | $97,161+380.4% | $145,978+219.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.65% | 243.80%-230.1pp | 75.36%-61.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,908 | $3,077-5.5% | $2,723+6.8% | $4,662-37.6% |
| Participant deferral / active EE | $19,821 | $4,679+323.6% | $4,265+364.7% | $6,690+196.3% |
| Admin fee / account holder | $10 | $6,213-99.8% | $5,647-99.8% | $13,400-99.9% |