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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 | $297,698 | $201,344+47.9% | $184,243+61.6% | $145,877+104.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.79% | 29.01%-7.2pp | 28.82%-7.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $29,935 | $7,022+326.3% | $6,427+365.8% | $4,663+542.0% |
| Participant deferral / active EE | $17,558 | $9,807+79.0% | $9,132+92.3% | $6,691+162.4% |
| Admin fee / account holder | $62 | $16,382-99.6% | $13,914-99.6% | $13,402-99.5% |