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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 | $314,614 | $157,304+100.0% | $141,197+122.8% | $152,909+105.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.71% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.8pp |
| Employer contribution / active EE | $24,243 | $5,263+360.7% | $4,736+411.9% | $4,764+408.9% |
| Participant deferral / active EE | $19,258 | $7,111+170.8% | $6,710+187.0% | $5,851+229.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |