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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 | $412,437 | $209,425+96.9% | $178,499+131.1% | $158,966+159.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.89% | 188.80%-170.9pp | 151.10%-133.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $2,568 | $5,707-55.0% | $5,011-48.8% | $4,762-46.1% |
| Participant deferral / active EE | $12,783 | $5,955+114.7% | $5,202+145.7% | $5,983+113.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |