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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 | $312,654 | $127,296+145.6% | $109,907+184.5% | $167,536+86.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.45% | 22.97%+0.5pp | 29.46%-6.0pp | 478.82%-455.4pp |
| Employer contribution / active EE | $14,423 | $3,325+333.8% | $2,844+407.2% | $4,839+198.1% |
| Participant deferral / active EE | $10,468 | $4,513+132.0% | $4,047+158.7% | $6,342+65.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |