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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 | $464,268 | $157,276+195.2% | $141,177+228.9% | $152,885+203.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.44% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $11,854 | $5,262+125.3% | $4,736+150.3% | $4,763+148.9% |
| Participant deferral / active EE | $7,526 | $7,110+5.8% | $6,710+12.2% | $5,851+28.6% |
| Admin fee / account holder | $201 | $12,123-98.3% | $10,263-98.0% | $11,598-98.3% |