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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 | $290,880 | $69,252+320.0% | $64,099+353.8% | $139,456+108.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.41% | 45.89%-32.5pp | 33.70%-20.3pp | 373.45%-360.0pp |
| Employer contribution / active EE | $14,367 | $3,184+351.2% | $2,748+422.8% | $4,753+202.3% |
| Participant deferral / active EE | $9,373 | $4,683+100.1% | $3,881+141.5% | $6,711+39.7% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |