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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 | $464,033 | $162,136+186.2% | $152,301+204.7% | $154,746+199.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 57.44% | 91.02%-33.6pp | 80.50%-23.1pp | 172.34%-114.9pp |
| Employer contribution / active EE | $9,455 | $4,890+93.3% | $4,624+104.4% | $4,379+115.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $294 | $15,759-98.1% | $14,398-98.0% | $14,365-98.0% |