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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 | $351,742 | $208,088+69.0% | $186,193+88.9% | $154,746+127.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.47% | 89.97%-72.5pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $32,706 | $4,340+653.6% | $3,918+734.7% | $4,379+646.9% |
| Participant deferral / active EE | $18,253 | $7,078+157.9% | $6,513+180.3% | $6,730+171.2% |
| Admin fee / account holder | $214 | $11,698-98.2% | $11,058-98.1% | $14,365-98.5% |