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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 | $346,635 | $162,136+113.8% | $152,301+127.6% | $154,746+124.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.72% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $7,480 | $4,890+53.0% | $4,624+61.7% | $4,379+70.8% |
| Participant deferral / active EE | $18,900 | $8,341+126.6% | $8,004+136.1% | $6,730+180.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |