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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 | $284,359 | $209,425+35.8% | $178,499+59.3% | $158,966+78.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.19% | 188.80%-160.6pp | 151.10%-122.9pp | 302.95%-274.8pp |
| Employer contribution / active EE | $10,307 | $5,707+80.6% | $5,011+105.7% | $4,762+116.4% |
| Participant deferral / active EE | $5,557 | $5,955-6.7% | $5,202+6.8% | $5,983-7.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |