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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 | $265,227 | $144,130+84.0% | $117,861+125.0% | $147,586+79.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 20.66% | 531.20%-510.5pp | 335.11%-314.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $18,083 | $4,897+269.3% | $3,786+377.6% | $4,876+270.8% |
| Participant deferral / active EE | $8,600 | $5,316+61.8% | $4,482+91.9% | $5,439+58.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |