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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 | $279,556 | $132,634+110.8% | $115,768+141.5% | $137,256+103.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.44% | 160.70%-143.3pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $12,500 | $3,360+272.1% | $2,940+325.2% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $151 | $15,028-99.0% | $12,439-98.8% | $12,270-98.8% |