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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 | $259,514 | $107,368+141.7% | $92,915+179.3% | $152,909+69.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.82% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $12,224 | $4,222+189.5% | $3,653+234.6% | $4,764+156.6% |
| Participant deferral / active EE | $5,255 | $4,848+8.4% | $4,238+24.0% | $5,851-10.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |