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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 | $487,254 | $209,422+132.7% | $178,503+173.0% | $158,982+206.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.24% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $23,474 | $5,707+311.3% | $5,011+368.4% | $4,763+392.9% |
| Participant deferral / active EE | $14,794 | $5,955+148.4% | $5,202+184.4% | $5,983+147.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |