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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 | $317,936 | $183,592+73.2% | $155,574+104.4% | $145,877+117.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.48% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $9,693 | $5,317+82.3% | $4,676+107.3% | $4,663+107.9% |
| Participant deferral / active EE | $12,033 | $6,466+86.1% | $5,629+113.7% | $6,691+79.8% |
| Admin fee / account holder | $62 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |