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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 | $403,086 | $157,296+156.3% | $141,191+185.5% | $152,897+163.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $5,103 | $5,262-3.0% | $4,736+7.7% | $4,764+7.1% |
| Participant deferral / active EE | $13,836 | $7,111+94.6% | $6,710+106.2% | $5,851+136.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |