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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 | $323,578 | $176,838+83.0% | $146,685+120.6% | $167,518+93.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.35% | 24.04%-3.7pp | 22.75%-2.4pp | 478.71%-458.4pp |
| Employer contribution / active EE | $18,772 | $5,161+263.7% | $4,137+353.8% | $4,838+288.0% |
| Participant deferral / active EE | $7,278 | $6,441+13.0% | $5,507+32.2% | $6,342+14.8% |
| Admin fee / account holder | $163 | $13,262-98.8% | $10,281-98.4% | $12,312-98.7% |