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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 | $407,892 | $183,592+122.2% | $155,574+162.2% | $145,877+179.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,461 | $5,317-53.7% | $4,676-47.4% | $4,663-47.2% |
| Participant deferral / active EE | $15,607 | $6,466+141.4% | $5,629+177.2% | $6,691+133.3% |
| Admin fee / account holder | $72 | $19,316-99.6% | $15,914-99.5% | $13,402-99.5% |