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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 | $444,444 | $183,516+142.2% | $155,534+185.8% | $145,884+204.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $12,011 | $5,315+126.0% | $4,675+156.9% | $4,662+157.6% |
| Participant deferral / active EE | $10,118 | $6,467+56.5% | $5,630+79.7% | $6,690+51.2% |
| Admin fee / account holder | $107 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |