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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 | $381,248 | $202,440+88.3% | $169,390+125.1% | $139,466+173.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.88% | 532.36%-510.5pp | 406.07%-384.2pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,968 | $4,693-36.7% | $4,013-26.0% | $4,754-37.6% |
| Participant deferral / active EE | $11,083 | $6,940+59.7% | $6,222+78.1% | $6,712+65.1% |
| Admin fee / account holder | $300 | $10,722-97.2% | $9,015-96.7% | $11,409-97.4% |