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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 | $310,282 | $108,922+184.9% | $100,398+209.1% | $145,978+112.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 58.04%-45.5pp | 49.32%-36.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $6,737 | $4,426+52.2% | $3,946+70.7% | $4,662+44.5% |
| Participant deferral / active EE | $26,547 | $8,450+214.2% | $8,084+228.4% | $6,690+296.8% |
| Admin fee / account holder | $1 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |