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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 | $341,645 | $210,698+62.1% | $178,014+91.9% | $145,959+134.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.31% | 386.27%-363.0pp | 294.80%-271.5pp | 561.95%-538.6pp |
| Employer contribution / active EE | $23,904 | $4,567+423.4% | $3,950+505.2% | $4,661+412.9% |
| Participant deferral / active EE | $16,067 | $6,958+130.9% | $6,276+156.0% | $6,689+140.2% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |