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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 | $482,676 | $115,814+316.8% | $101,275+376.6% | $158,982+203.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.39% | 56.16%-36.8pp | 46.48%-27.1pp | 302.99%-283.6pp |
| Employer contribution / active EE | $17,842 | $4,176+327.3% | $3,660+387.5% | $4,763+274.6% |
| Participant deferral / active EE | $12,960 | $4,958+161.4% | $4,371+196.5% | $5,983+116.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |