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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 | $434,610 | $209,422+107.5% | $178,503+143.5% | $158,982+173.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.05% | 188.81%-149.8pp | 151.12%-112.1pp | 302.99%-263.9pp |
| Employer contribution / active EE | $6,338 | $5,707+11.1% | $5,011+26.5% | $4,763+33.1% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |