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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 | $365,941 | $197,625+85.2% | $177,840+105.8% | $158,966+130.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.71% | 58.76%-43.1pp | 48.32%-32.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $14,555 | $6,698+117.3% | $5,919+145.9% | $4,762+205.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $156 | $15,405-99.0% | $12,431-98.7% | $11,250-98.6% |