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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 | $319,446 | $157,276+103.1% | $141,177+126.3% | $152,885+108.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.68% | 64.33%-47.7pp | 71.40%-54.7pp | 345.39%-328.7pp |
| Employer contribution / active EE | $8,518 | $5,262+61.9% | $4,736+79.9% | $4,763+78.8% |
| Participant deferral / active EE | $3,545 | $7,110-50.1% | $6,710-47.2% | $5,851-39.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |