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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 | $166,089+160.6% | $164,928+162.4% | $145,978+196.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.74% | 100.26%-84.5pp | 70.08%-54.3pp | 550.52%-534.8pp |
| Employer contribution / active EE | $15,397 | $5,276+191.8% | $4,343+254.5% | $4,662+230.3% |
| Participant deferral / active EE | $13,425 | $6,961+92.9% | $6,034+122.5% | $6,690+100.7% |
| Admin fee / account holder | $68 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |