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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 | $266,411 | $185,883+43.3% | $170,043+56.7% | $139,466+91.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.02% | 60.54%-33.5pp | 53.40%-26.4pp | 373.66%-346.6pp |
| Employer contribution / active EE | $50,667 | $7,596+567.0% | $6,790+646.2% | $4,754+965.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $108 | $15,393-99.3% | $12,824-99.2% | $11,409-99.1% |