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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 | $303,929 | $165,399+83.8% | $149,745+103.0% | $158,982+91.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.66% | 348.34%-307.7pp | 276.72%-236.1pp | 302.99%-262.3pp |
| Employer contribution / active EE | $12,300 | $5,105+141.0% | $4,646+164.8% | $4,763+158.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |