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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 | $323,531 | $107,368+201.3% | $92,915+248.2% | $152,909+111.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.71% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $10,921 | $4,222+158.6% | $3,653+198.9% | $4,764+129.2% |
| Participant deferral / active EE | $12,228 | $4,848+152.2% | $4,238+188.5% | $5,851+109.0% |
| Admin fee / account holder | $51 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |