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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 | $211,105+70.0% | $178,449+101.1% | $145,978+145.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.12% | 30.19%-13.1pp | 27.09%-10.0pp | 550.52%-533.4pp |
| Employer contribution / active EE | $9,944 | $4,569+117.7% | $3,951+151.7% | $4,662+113.3% |
| Participant deferral / active EE | $17,565 | $6,959+152.4% | $6,277+179.8% | $6,690+162.6% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |