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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 | $326,865 | $209,422+56.1% | $178,503+83.1% | $158,982+105.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.09% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $19,868 | $5,707+248.1% | $5,011+296.5% | $4,763+317.1% |
| Participant deferral / active EE | $14,625 | $5,955+145.6% | $5,202+181.1% | $5,983+144.4% |
| Admin fee / account holder | $72 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |