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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 | $361,786 | $166,268+117.6% | $165,100+119.1% | $145,897+148.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 100.52%-89.1pp | 70.21%-58.8pp | 552.29%-540.8pp |
| Employer contribution / active EE | $5,355 | $5,284+1.3% | $4,348+23.2% | $4,663+14.8% |
| Participant deferral / active EE | $11,329 | $6,964+62.7% | $6,035+87.7% | $6,689+69.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |