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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 | $313,759 | $148,623+111.1% | $135,974+130.7% | $139,466+125.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.13% | 79.30%-57.2pp | 68.30%-46.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $5,013 | $5,246-4.4% | $4,859+3.2% | $4,754+5.4% |
| Participant deferral / active EE | $5,014 | $8,103-38.1% | $7,760-35.4% | $6,712-25.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |