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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 | $399,512 | $166,131+140.5% | $164,975+142.2% | $145,877+173.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 100.37%-86.9pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $25,617 | $5,276+385.6% | $4,343+489.9% | $4,663+449.4% |
| Participant deferral / active EE | $15,520 | $6,962+122.9% | $6,033+157.2% | $6,691+132.0% |
| Admin fee / account holder | $55 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |