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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 | $307,242 | $121,677+152.5% | $104,625+193.7% | $158,966+93.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.10% | 465.58%-448.5pp | 340.60%-323.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $39,300 | $3,165+1141.7% | $2,681+1365.6% | $4,762+725.2% |
| Participant deferral / active EE | $23,114 | $4,175+453.6% | $3,738+518.4% | $5,983+286.3% |
| Admin fee / account holder | $20 | $7,777-99.7% | $6,465-99.7% | $11,250-99.8% |