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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 | $328,744 | $183,592+79.1% | $155,574+111.3% | $145,877+125.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.39% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $13,793 | $5,317+159.4% | $4,676+195.0% | $4,663+195.8% |
| Participant deferral / active EE | $7,200 | $6,466+11.4% | $5,629+27.9% | $6,691+7.6% |
| Admin fee / account holder | $19 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |