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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 | $305,623 | $227,566+34.3% | $189,558+61.2% | $167,518+82.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.65% | 78.43%-58.8pp | 64.19%-44.5pp | 478.71%-459.1pp |
| Employer contribution / active EE | $29,807 | $5,316+460.7% | $4,412+575.6% | $4,838+516.0% |
| Participant deferral / active EE | $21,462 | $7,002+206.5% | $6,174+247.6% | $6,342+238.4% |
| Admin fee / account holder | $293 | $11,881-97.5% | $9,809-97.0% | $12,312-97.6% |