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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 | $333,502 | $106,008+214.6% | $92,240+261.6% | $147,586+126.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $17,656 | $4,333+307.4% | $3,680+379.8% | $4,876+262.1% |
| Participant deferral / active EE | $17,369 | $4,478+287.8% | $3,897+345.7% | $5,439+219.4% |
| Admin fee / account holder | $185 | $6,333-97.1% | $5,194-96.4% | $10,886-98.3% |