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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 | $257,800 | $152,612+68.9% | $125,192+105.9% | $152,897+68.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.41% | 54.85%-42.4pp | 43.79%-31.4pp | 345.43%-333.0pp |
| Employer contribution / active EE | $5,632 | $4,947+13.8% | $3,866+45.7% | $4,764+18.2% |
| Participant deferral / active EE | $11,472 | $5,868+95.5% | $4,937+132.4% | $5,851+96.1% |
| Admin fee / account holder | $81 | $13,437-99.4% | $9,704-99.2% | $11,599-99.3% |