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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 | $317,114 | $232,540+36.4% | $185,117+71.3% | $147,586+114.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.52% | 43.03%-23.5pp | 40.50%-21.0pp | 578.59%-559.1pp |
| Employer contribution / active EE | $15,597 | $5,195+200.2% | $4,182+273.0% | $4,876+219.9% |
| Participant deferral / active EE | $7,308 | $5,834+25.3% | $5,045+44.9% | $5,439+34.4% |
| Admin fee / account holder | $21 | $10,275-99.8% | $8,159-99.7% | $10,886-99.8% |