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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 | $268,791 | $157,304+70.9% | $141,197+90.4% | $152,909+75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.87% | 64.34%-42.5pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $13,314 | $5,263+153.0% | $4,736+181.1% | $4,764+179.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |