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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 | $301,654 | $160,070+88.5% | $147,117+105.0% | $145,897+106.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.69% | 98.69%-62.0pp | 420.54%-383.8pp | 552.29%-515.6pp |
| Employer contribution / active EE | $18,245 | $5,285+245.3% | $4,932+269.9% | $4,663+291.3% |
| Participant deferral / active EE | $10,742 | $8,419+27.6% | $8,065+33.2% | $6,689+60.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |