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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 | $402,538 | $157,304+155.9% | $141,197+185.1% | $152,909+163.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.70% | 64.34%-48.6pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $16,224 | $5,263+208.3% | $4,736+242.6% | $4,764+240.6% |
| Participant deferral / active EE | $17,635 | $7,111+148.0% | $6,710+162.8% | $5,851+201.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |