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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 | $331,995 | $185,830+78.7% | $170,004+95.3% | $139,427+138.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 60.52%-42.3pp | 53.39%-35.2pp | 373.27%-355.1pp |
| Employer contribution / active EE | $13,790 | $7,591+81.7% | $6,786+103.2% | $4,752+190.2% |
| Participant deferral / active EE | $15,085 | $11,622+29.8% | $10,408+44.9% | $6,711+124.8% |
| Admin fee / account holder | $26 | $15,381-99.8% | $12,816-99.8% | $11,404-99.8% |