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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 | $389,187 | $201,344+93.3% | $184,243+111.2% | $145,877+166.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.43% | 29.01%-16.6pp | 28.82%-16.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $19,266 | $7,022+174.3% | $6,427+199.8% | $4,663+313.2% |
| Participant deferral / active EE | $18,518 | $9,807+88.8% | $9,132+102.8% | $6,691+176.8% |
| Admin fee / account holder | $78 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |