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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 | $469,472 | $171,930+173.1% | $151,266+210.4% | $154,746+203.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 22.27% | 242.03%-219.8pp | 180.60%-158.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $12,500 | $4,710+165.4% | $4,237+195.0% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |