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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 | $415,301 | $227,597+82.5% | $189,575+119.1% | $167,536+147.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.79% | 78.44%-65.6pp | 64.19%-51.4pp | 478.82%-466.0pp |
| Employer contribution / active EE | $20,702 | $5,316+289.4% | $4,412+369.2% | $4,839+327.8% |
| Participant deferral / active EE | $21,625 | $7,002+208.8% | $6,174+250.3% | $6,342+241.0% |
| Admin fee / account holder | $22 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |