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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 | $295,967 | $197,603+49.8% | $177,827+66.4% | $158,950+86.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.05% | 58.76%-6.7pp | 48.32%+3.7pp | 302.91%-250.9pp |
| Employer contribution / active EE | $16,058 | $6,698+139.8% | $5,918+171.3% | $4,762+237.2% |
| Participant deferral / active EE | $15,600 | $8,404+85.6% | $7,713+102.2% | $5,983+160.8% |
| Admin fee / account holder | $70 | $15,402-99.5% | $12,429-99.4% | $11,248-99.4% |