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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 | $289,266 | $176,120+64.2% | $159,487+81.4% | $167,553+72.6% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.35% | 331.95%-319.6pp | 263.71%-251.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $23,033 | $5,299+334.6% | $4,831+376.8% | $4,840+375.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |