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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 | $363,071 | $148,623+144.3% | $135,974+167.0% | $139,466+160.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.62% | 79.30%-50.7pp | 68.30%-39.7pp | 373.66%-345.0pp |
| Employer contribution / active EE | $23,372 | $5,246+345.5% | $4,859+381.0% | $4,754+391.6% |
| Participant deferral / active EE | $12,546 | $8,103+54.8% | $7,760+61.7% | $6,712+86.9% |
| Admin fee / account holder | $35 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |