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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 | $306,605 | $152,619+100.9% | $125,195+144.9% | $152,909+100.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.00% | 54.85%-35.8pp | 43.79%-24.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $16,167 | $4,947+226.8% | $3,866+318.2% | $4,764+239.4% |
| Participant deferral / active EE | $25,000 | $5,869+326.0% | $4,937+406.3% | $5,851+327.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |