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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 | $330,868 | $185,883+78.0% | $170,043+94.6% | $139,466+137.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.71% | 60.54%-42.8pp | 53.40%-35.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $15,210 | $7,596+100.2% | $6,790+124.0% | $4,754+219.9% |
| Participant deferral / active EE | $15,420 | $11,626+32.6% | $10,410+48.1% | $6,712+129.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |