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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 | $166,131+160.5% | $164,975+162.4% | $145,877+196.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.74% | 100.37%-84.6pp | 70.12%-54.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $15,397 | $5,276+191.8% | $4,343+254.5% | $4,663+230.2% |
| Participant deferral / active EE | $13,425 | $6,962+92.8% | $6,033+122.5% | $6,691+100.7% |
| Admin fee / account holder | $68 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |