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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 | $312,647 | $202,440+54.4% | $169,390+84.6% | $139,466+124.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.10% | 532.36%-514.3pp | 406.07%-388.0pp | 373.66%-355.6pp |
| Employer contribution / active EE | $12,891 | $4,693+174.7% | $4,013+221.3% | $4,754+171.2% |
| Participant deferral / active EE | $16,374 | $6,940+135.9% | $6,222+163.1% | $6,712+144.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |