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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 | $423,682 | $155,555+172.4% | $146,866+188.5% | $155,188+173.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.93% | 115.41%-94.5pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $13,364 | $4,647+187.6% | $4,425+202.0% | $4,248+214.6% |
| Participant deferral / active EE | $20,203 | $8,044+151.1% | $7,759+160.4% | $6,531+209.3% |
| Admin fee / account holder | $116 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |