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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 | $322,995 | $217,432+48.5% | $185,849+73.8% | $167,536+92.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.91% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $4,196 | $5,875-28.6% | $5,169-18.8% | $4,839-13.3% |
| Participant deferral / active EE | $19,062 | $6,357+199.8% | $5,569+242.3% | $6,342+200.6% |
| Admin fee / account holder | $60 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |