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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 | $304,808 | $157,276+93.8% | $141,177+115.9% | $152,885+99.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.05% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.3pp |
| Employer contribution / active EE | $10,822 | $5,262+105.7% | $4,736+128.5% | $4,763+127.2% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |