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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 | $403,680 | $157,270+156.7% | $141,173+185.9% | $152,870+164.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.22% | 64.33%-40.1pp | 71.40%-47.2pp | 345.34%-321.1pp |
| Employer contribution / active EE | $15,228 | $5,261+189.4% | $4,735+221.6% | $4,763+219.7% |
| Participant deferral / active EE | $16,233 | $7,110+128.3% | $6,710+141.9% | $5,850+177.5% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |