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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 | $331,971 | $125,190+165.2% | $105,624+214.3% | $145,897+127.5% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 17.47% | 225.22%-207.7pp | 116.20%-98.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,666 | $3,720-1.5% | $3,168+15.7% | $4,663-21.4% |
| Participant deferral / active EE | $14,934 | $5,716+161.3% | $5,013+197.9% | $6,689+123.3% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |