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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 | $366,143 | $185,883+97.0% | $170,043+115.3% | $139,466+162.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.00% | 60.54%-25.5pp | 53.40%-18.4pp | 373.66%-338.7pp |
| Employer contribution / active EE | $17,719 | $7,596+133.3% | $6,790+161.0% | $4,754+272.7% |
| Participant deferral / active EE | $16,787 | $11,626+44.4% | $10,410+61.3% | $6,712+150.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |