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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 | $360,513 | $180,028+100.3% | $138,135+161.0% | $158,950+126.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 57.89% | 21.68%+36.2pp | 20.51%+37.4pp | 302.91%-245.0pp |
| Employer contribution / active EE | $7,740 | $7,470+3.6% | $5,587+38.5% | $4,762+62.5% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,248-100.0% |