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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 | $308,253 | $107,353+187.1% | $92,903+231.8% | $152,885+101.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 23.62% | 145.62%-122.0pp | 109.43%-85.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $11,482 | $4,222+172.0% | $3,653+214.3% | $4,763+141.1% |
| Participant deferral / active EE | $9,072 | $4,848+87.1% | $4,238+114.1% | $5,851+55.1% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |