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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 | $439,335 | $227,399+93.2% | $189,758+131.5% | $198,609+121.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.21% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $17,828 | $5,526+222.6% | $4,767+274.0% | $5,055+252.6% |
| Participant deferral / active EE | $11,942 | $6,837+74.7% | $5,856+103.9% | $6,977+71.2% |
| Admin fee / account holder | $283 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |