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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 | $256,901 | $107,941+138.0% | $91,994+179.3% | $152,897+68.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.18% | 89.28%-70.1pp | 69.04%-49.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $9,591 | $4,212+127.7% | $3,453+177.8% | $4,764+101.3% |
| Participant deferral / active EE | $11,394 | $6,366+79.0% | $5,924+92.3% | $5,851+94.7% |
| Admin fee / account holder | $258 | $10,521-97.5% | $7,744-96.7% | $11,599-97.8% |