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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 | $424,059 | $176,120+140.8% | $159,487+165.9% | $167,553+153.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.97% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $4,599 | $5,299-13.2% | $4,831-4.8% | $4,840-5.0% |
| Participant deferral / active EE | $23,341 | $7,752+201.1% | $7,354+217.4% | $6,343+268.0% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |