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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 | $381,271 | $157,304+142.4% | $141,197+170.0% | $152,909+149.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.56% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $23,160 | $5,263+340.1% | $4,736+389.0% | $4,764+386.1% |
| Participant deferral / active EE | $15,587 | $7,111+119.2% | $6,710+132.3% | $5,851+166.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |