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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 | $284,586 | $185,856+53.1% | $170,028+67.4% | $139,456+104.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 46.42% | 60.52%-14.1pp | 53.39%-7.0pp | 373.45%-327.0pp |
| Employer contribution / active EE | $13,696 | $7,593+80.4% | $6,788+101.8% | $4,753+188.2% |
| Participant deferral / active EE | $12,560 | $11,623+8.1% | $10,409+20.7% | $6,711+87.1% |
| Admin fee / account holder | $8 | $15,387-100.0% | $12,820-99.9% | $11,407-99.9% |