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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 | $412,783 | $134,817+206.2% | $123,973+233.0% | $155,188+166.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.65% | 515.49%-499.8pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $21,722 | $4,425+390.9% | $4,126+426.5% | $4,248+411.4% |
| Participant deferral / active EE | $9,794 | $5,706+71.6% | $5,247+86.7% | $6,531+50.0% |
| Admin fee / account holder | $13 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |