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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 | $288,888 | $165,381+74.7% | $149,730+92.9% | $158,966+81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.15% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.8pp |
| Employer contribution / active EE | $20,592 | $5,104+303.4% | $4,645+343.3% | $4,762+332.4% |
| Participant deferral / active EE | $13,385 | $7,182+86.4% | $6,843+95.6% | $5,983+123.7% |
| Admin fee / account holder | $78 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |