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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 | $318,076 | $167,362+90.1% | $143,799+121.2% | $134,532+136.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.78% | 0.47%+0.3pp | -0.04%+0.8pp | 418.27%-417.5pp |
| Employer contribution / active EE | $18,522 | $5,620+229.6% | $4,952+274.0% | $4,741+290.7% |
| Participant deferral / active EE | $11,153 | $6,447+73.0% | $5,638+97.8% | $6,401+74.2% |
| Admin fee / account holder | $41 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |