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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 | $384,346 | $148,623+158.6% | $135,974+182.7% | $139,466+175.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.51% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $15,375 | $5,246+193.1% | $4,859+216.4% | $4,754+223.4% |
| Participant deferral / active EE | $10,379 | $8,103+28.1% | $7,760+33.7% | $6,712+54.6% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.4% | $11,409-99.4% |