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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 | $383,752 | $157,276+144.0% | $141,177+171.8% | $152,885+151.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.91% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $17,186 | $5,262+226.6% | $4,736+262.9% | $4,763+260.8% |
| Participant deferral / active EE | $11,638 | $7,110+63.7% | $6,710+73.4% | $5,851+98.9% |
| Admin fee / account holder | $54 | $12,123-99.6% | $10,263-99.5% | $11,598-99.5% |