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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 | $261,251 | $165,399+58.0% | $149,745+74.5% | $158,982+64.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.97% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $24,592 | $5,105+381.7% | $4,646+429.3% | $4,763+416.3% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | -$161 | $10,811-101.5% | $9,312-101.7% | $11,252-101.4% |