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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 | $362,992 | $103,038+252.3% | $90,324+301.9% | $152,909+137.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.40% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $14,574 | $3,141+364.0% | $2,856+410.3% | $4,764+205.9% |
| Participant deferral / active EE | $16,654 | $4,282+288.9% | $3,885+328.6% | $5,851+184.6% |
| Admin fee / account holder | $284 | $6,177-95.4% | $5,356-94.7% | $11,601-97.6% |