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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 | $346,907 | $202,463+71.3% | $169,397+104.8% | $139,487+148.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.52% | 532.64%-510.1pp | 406.23%-383.7pp | 373.84%-351.3pp |
| Employer contribution / active EE | $1,040 | $4,694-77.8% | $4,013-74.1% | $4,755-78.1% |
| Participant deferral / active EE | $15,000 | $6,941+116.1% | $6,223+141.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |