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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 | $315,777 | $154,209+104.8% | $130,062+142.8% | $139,487+126.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 32.52%-15.2pp | -137.37%+154.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $13,394 | $5,292+153.1% | $4,322+209.9% | $4,755+181.7% |
| Participant deferral / active EE | $14,020 | $6,709+109.0% | $5,821+140.9% | $6,713+108.9% |
| Admin fee / account holder | $13 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |