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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 | $367,066 | $165,381+122.0% | $149,730+145.2% | $158,966+130.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.00% | 348.29%-338.3pp | 276.70%-266.7pp | 302.95%-292.9pp |
| Employer contribution / active EE | $14,737 | $5,104+188.7% | $4,645+217.3% | $4,762+209.4% |
| Participant deferral / active EE | $9,317 | $7,182+29.7% | $6,843+36.2% | $5,983+55.7% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |