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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 | $276,617 | $232,540+19.0% | $185,117+49.4% | $147,586+87.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.52% | 43.03%-23.5pp | 40.50%-21.0pp | 578.59%-559.1pp |
| Employer contribution / active EE | $24,761 | $5,195+376.6% | $4,182+492.2% | $4,876+407.8% |
| Participant deferral / active EE | $11,933 | $5,834+104.5% | $5,045+136.5% | $5,439+119.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |