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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 | $510,634 | $196,972+159.2% | $182,262+180.2% | $198,609+157.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.31% | 158.27%-153.0pp | 140.60%-135.3pp | 202.70%-197.4pp |
| Employer contribution / active EE | $8,999 | $5,364+67.8% | $5,046+78.4% | $5,055+78.0% |
| Participant deferral / active EE | $20,439 | $8,643+136.5% | $8,276+146.9% | $6,977+192.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |