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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 | $502,756 | $157,276+219.7% | $141,177+256.1% | $152,885+228.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 27.14% | 64.33%-37.2pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $11,027 | $5,262+109.6% | $4,736+132.9% | $4,763+131.5% |
| Participant deferral / active EE | $15,241 | $7,110+114.3% | $6,710+127.1% | $5,851+160.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |