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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 | $458,756 | $112,131+309.1% | $95,964+378.1% | $158,982+188.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.03% | 171.19%-147.2pp | 91.64%-67.6pp | 302.99%-279.0pp |
| Employer contribution / active EE | $24,359 | $3,199+661.4% | $2,541+858.5% | $4,763+411.4% |
| Participant deferral / active EE | $18,473 | $4,784+286.1% | $4,167+343.3% | $5,983+208.7% |
| Admin fee / account holder | $46 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |