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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 | $403,253 | $209,428+92.6% | $178,498+125.9% | $158,950+153.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.67% | 188.78%-179.1pp | 151.09%-141.4pp | 302.91%-293.2pp |
| Employer contribution / active EE | $2,063 | $5,707-63.9% | $5,011-58.8% | $4,762-56.7% |
| Participant deferral / active EE | $13,263 | $5,955+122.7% | $5,202+154.9% | $5,983+121.7% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |