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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 | $412,092 | $165,381+149.2% | $149,730+175.2% | $158,966+159.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.39% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $13,392 | $5,104+162.4% | $4,645+188.3% | $4,762+181.2% |
| Participant deferral / active EE | $22,100 | $7,182+207.7% | $6,843+223.0% | $5,983+269.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |