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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 | $336,709 | $166,131+102.7% | $164,975+104.1% | $145,877+130.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.29% | 100.37%-77.1pp | 70.12%-46.8pp | 551.28%-528.0pp |
| Employer contribution / active EE | $35,885 | $5,276+580.2% | $4,343+726.3% | $4,663+669.6% |
| Participant deferral / active EE | $15,000 | $6,962+115.5% | $6,033+148.6% | $6,691+124.2% |
| Admin fee / account holder | $2 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |