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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 | $373,429 | $103,038+262.4% | $90,324+313.4% | $152,909+144.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.79% | 95.25%-71.5pp | 78.15%-54.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $14,656 | $3,141+366.6% | $2,856+413.2% | $4,764+207.6% |
| Participant deferral / active EE | $9,858 | $4,282+130.2% | $3,885+153.7% | $5,851+68.5% |
| Admin fee / account holder | $27 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |