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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 | $288,972 | $118,877+143.1% | $96,570+199.2% | $167,536+72.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.79% | 50.50%-37.7pp | 37.79%-25.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $13,582 | $3,121+335.2% | $2,357+476.2% | $4,839+180.7% |
| Participant deferral / active EE | $13,947 | $4,617+202.1% | $3,849+262.3% | $6,342+119.9% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |