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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 | $337,817 | $227,597+48.4% | $189,575+78.2% | $167,536+101.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.31% | 78.44%-67.1pp | 64.19%-52.9pp | 478.82%-467.5pp |
| Employer contribution / active EE | $5,378 | $5,316+1.2% | $4,412+21.9% | $4,839+11.1% |
| Participant deferral / active EE | $10,631 | $7,002+51.8% | $6,174+72.2% | $6,342+67.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |