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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 | $358,837 | $211,239+69.9% | $178,528+101.0% | $145,877+146.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.12% | 30.22%-13.1pp | 27.11%-10.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $9,944 | $4,570+117.6% | $3,950+151.7% | $4,663+113.3% |
| Participant deferral / active EE | $17,565 | $6,963+152.3% | $6,278+179.8% | $6,691+162.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |