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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 | $410,444 | $183,978+123.1% | $162,171+153.1% | $152,885+168.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 16.04% | 150.78%-134.7pp | 115.60%-99.6pp | 345.39%-329.4pp |
| Employer contribution / active EE | $29,600 | $6,370+364.7% | $5,613+427.3% | $4,763+521.4% |
| Participant deferral / active EE | $16,400 | $8,033+104.2% | $7,297+124.7% | $5,851+180.3% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |