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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 | $385,309 | $232,540+65.7% | $185,117+108.1% | $147,586+161.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 27.49% | 43.03%-15.5pp | 40.50%-13.0pp | 578.59%-551.1pp |
| Employer contribution / active EE | $5,773 | $5,195+11.1% | $4,182+38.1% | $4,876+18.4% |
| Participant deferral / active EE | $6,103 | $5,834+4.6% | $5,045+21.0% | $5,439+12.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |