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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 | $257,891 | $208,088+23.9% | $186,193+38.5% | $154,746+66.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.65% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $16,811 | $4,340+287.4% | $3,918+329.0% | $4,379+283.9% |
| Participant deferral / active EE | $12,875 | $7,078+81.9% | $6,513+97.7% | $6,730+91.3% |
| Admin fee / account holder | $50 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |