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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 | $394,448 | $196,972+100.3% | $182,262+116.4% | $198,609+98.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 13.17% | 158.27%-145.1pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $12,726 | $5,364+137.3% | $5,046+152.2% | $5,055+151.7% |
| Participant deferral / active EE | $7,621 | $8,643-11.8% | $8,276-7.9% | $6,977+9.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |