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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 | $185,905+78.6% | $170,057+95.2% | $139,487+138.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 60.56%-42.4pp | 53.42%-35.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $13,790 | $7,597+81.5% | $6,790+103.1% | $4,755+190.0% |
| Participant deferral / active EE | $15,085 | $11,627+29.7% | $10,411+44.9% | $6,713+124.7% |
| Admin fee / account holder | $26 | $15,397-99.8% | $12,826-99.8% | $11,407-99.8% |