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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 | $415,249 | $185,883+123.4% | $170,043+144.2% | $139,466+197.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.07% | 60.54%-39.5pp | 53.40%-32.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $11,512 | $7,596+51.6% | $6,790+69.6% | $4,754+142.2% |
| Participant deferral / active EE | $16,021 | $11,626+37.8% | $10,410+53.9% | $6,712+138.7% |
| Admin fee / account holder | $12 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |