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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 | $262,765 | $103,392+154.1% | $87,104+201.7% | $152,897+71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.97% | 28.10%-8.1pp | 28.19%-8.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $11,456 | $3,221+255.7% | $2,521+354.4% | $4,764+140.5% |
| Participant deferral / active EE | $13,061 | $4,778+173.3% | $4,048+222.6% | $5,851+123.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |