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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 | $470,491 | $227,399+106.9% | $189,758+147.9% | $198,609+136.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.22% | 61.03%-54.8pp | 52.62%-46.4pp | 202.70%-196.5pp |
| Employer contribution / active EE | $12,597 | $5,526+128.0% | $4,767+164.3% | $5,055+149.2% |
| Participant deferral / active EE | $13,050 | $6,837+90.9% | $5,856+122.9% | $6,977+87.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |