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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 | $465,876 | $183,592+153.8% | $155,574+199.5% | $145,877+219.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.39% | 61.37%-40.0pp | 64.87%-43.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $9,716 | $5,317+82.7% | $4,676+107.8% | $4,663+108.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $26 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |