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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 | $457,348 | $225,673+102.7% | $203,872+124.3% | $155,188+194.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 34.97% | 95.91%-60.9pp | 85.11%-50.1pp | 148.84%-113.9pp |
| Employer contribution / active EE | $37,636 | $4,099+818.3% | $3,757+901.6% | $4,248+786.0% |
| Participant deferral / active EE | $18,489 | $6,893+168.2% | $6,388+189.5% | $6,531+183.1% |
| Admin fee / account holder | $103 | $12,327-99.2% | $11,730-99.1% | $14,480-99.3% |