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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 | $439,599 | $176,786+148.7% | $146,643+199.8% | $167,536+162.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.30% | 24.04%-8.7pp | 22.75%-7.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $19,994 | $5,161+287.4% | $4,137+383.3% | $4,839+313.2% |
| Participant deferral / active EE | $11,382 | $6,440+76.7% | $5,506+106.7% | $6,342+79.5% |
| Admin fee / account holder | $227 | $13,262-98.3% | $10,280-97.8% | $12,315-98.2% |