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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 | $316,018 | $107,368+194.3% | $92,915+240.1% | $152,909+106.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.96% | 145.64%-124.7pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $8,931 | $4,222+111.5% | $3,653+144.4% | $4,764+87.5% |
| Participant deferral / active EE | $8,400 | $4,848+73.3% | $4,238+98.2% | $5,851+43.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |