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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 | $286,934 | $154,159+86.1% | $130,026+120.7% | $139,456+105.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 32.50%-19.2pp | -137.26%+150.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $22,412 | $5,292+323.5% | $4,321+418.7% | $4,753+371.6% |
| Participant deferral / active EE | $17,773 | $6,710+164.9% | $5,821+205.3% | $6,711+164.8% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |