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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 | $361,324 | $185,856+94.4% | $170,028+112.5% | $139,456+159.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.82% | 60.52%-41.7pp | 53.39%-34.6pp | 373.45%-354.6pp |
| Employer contribution / active EE | $6,272 | $7,593-17.4% | $6,788-7.6% | $4,753+32.0% |
| Participant deferral / active EE | $24,953 | $11,623+114.7% | $10,409+139.7% | $6,711+271.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |