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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 | $310,508 | $154,209+101.4% | $130,062+138.7% | $139,487+122.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.11% | 32.52%-18.4pp | -137.37%+151.5pp | 373.84%-359.7pp |
| Employer contribution / active EE | $16,447 | $5,292+210.8% | $4,322+280.5% | $4,755+245.9% |
| Participant deferral / active EE | $12,171 | $6,709+81.4% | $5,821+109.1% | $6,713+81.3% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |