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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 | $432,814 | $166,268+160.3% | $165,100+162.2% | $145,897+196.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.74% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $15,397 | $5,284+191.4% | $4,348+254.1% | $4,663+230.2% |
| Participant deferral / active EE | $13,425 | $6,964+92.8% | $6,035+122.4% | $6,689+100.7% |
| Admin fee / account holder | $68 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |