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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 | $302,177 | $102,938+193.6% | $94,105+221.1% | $138,895+117.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.31% | 250.28%-233.0pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $10,483 | $2,732+283.7% | $2,504+318.6% | $4,194+149.9% |
| Participant deferral / active EE | $13,022 | $4,196+210.3% | $3,881+235.5% | $6,396+103.6% |
| Admin fee / account holder | $169 | $6,600-97.4% | $6,199-97.3% | $12,562-98.7% |