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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 | $338,459 | $196,972+71.8% | $182,262+85.7% | $198,609+70.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.45% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,569 | $5,364-33.5% | $5,046-29.3% | $5,055-29.4% |
| Participant deferral / active EE | $17,015 | $8,643+96.9% | $8,276+105.6% | $6,977+143.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |