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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 | $321,628 | $111,814+187.6% | $93,654+243.4% | $145,959+120.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.26% | 203.30%-189.0pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $17,820 | $3,092+476.4% | $2,421+636.1% | $4,661+282.3% |
| Participant deferral / active EE | $11,336 | $4,914+130.7% | $4,413+156.9% | $6,689+69.5% |
| Admin fee / account holder | $72 | $10,246-99.3% | $8,282-99.1% | $13,398-99.5% |