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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 | $412,072 | $107,363+283.8% | $92,909+343.5% | $152,897+169.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.79% | 145.63%-120.8pp | 109.44%-84.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $10,181 | $4,222+141.1% | $3,653+178.7% | $4,764+113.7% |
| Participant deferral / active EE | $8,548 | $4,848+76.3% | $4,238+101.7% | $5,851+46.1% |
| Admin fee / account holder | $274 | $7,082-96.1% | $5,795-95.3% | $11,599-97.6% |