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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 | $345,339 | $165,399+108.8% | $149,745+130.6% | $158,982+117.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.79% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $17,800 | $5,105+248.7% | $4,646+283.2% | $4,763+273.7% |
| Participant deferral / active EE | $6,429 | $7,183-10.5% | $6,843-6.1% | $5,983+7.4% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |