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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 | $354,003 | $166,268+112.9% | $165,100+114.4% | $145,897+142.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.79% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $21,916 | $5,284+314.8% | $4,348+404.0% | $4,663+370.0% |
| Participant deferral / active EE | $11,500 | $6,964+65.1% | $6,035+90.5% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |