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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 | $289,060 | $152,612+89.4% | $125,192+130.9% | $152,897+89.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.79% | 54.85%-36.1pp | 43.79%-25.0pp | 345.43%-326.6pp |
| Employer contribution / active EE | $14,239 | $4,947+187.8% | $3,866+268.3% | $4,764+198.9% |
| Participant deferral / active EE | $9,541 | $5,868+62.6% | $4,937+93.2% | $5,851+63.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |