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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 | $352,703 | $134,817+161.6% | $123,973+184.5% | $155,188+127.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.67% | 515.49%-497.8pp | 388.13%-370.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,446 | $4,425-44.7% | $4,126-40.7% | $4,248-42.4% |
| Participant deferral / active EE | $18,077 | $5,706+216.8% | $5,247+244.5% | $6,531+176.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |