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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 | $285,345 | $154,193+85.1% | $130,045+119.4% | $139,466+104.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.26% | 32.51%-13.3pp | -137.30%+156.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $7,511 | $5,292+41.9% | $4,321+73.8% | $4,754+58.0% |
| Participant deferral / active EE | $18,248 | $6,709+172.0% | $5,820+213.5% | $6,712+171.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |