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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 | $371,035 | $165,381+124.4% | $149,730+147.8% | $158,966+133.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.03% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $4,137 | $5,104-19.0% | $4,645-10.9% | $4,762-13.1% |
| Participant deferral / active EE | $17,063 | $7,182+137.6% | $6,843+149.4% | $5,983+185.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |