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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 | $373,793 | $197,637+89.1% | $177,848+110.2% | $158,982+135.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.65% | 58.77%-32.1pp | 48.33%-21.7pp | 302.99%-276.3pp |
| Employer contribution / active EE | $5,247 | $6,698-21.7% | $5,919-11.3% | $4,763+10.2% |
| Participant deferral / active EE | $15,916 | $8,405+89.4% | $7,714+106.3% | $5,983+166.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |