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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 | $360,772 | $202,463+78.2% | $169,397+113.0% | $139,487+158.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.22% | 532.64%-515.4pp | 406.23%-389.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $18,269 | $4,694+289.2% | $4,013+355.2% | $4,755+284.2% |
| Participant deferral / active EE | $30,705 | $6,941+342.4% | $6,223+393.4% | $6,713+357.4% |
| Admin fee / account holder | $5 | $10,726-100.0% | $9,017-99.9% | $11,407-100.0% |