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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 | $313,677 | $160,028+96.0% | $147,080+113.3% | $145,884+115.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.66% | 98.60%-67.9pp | 420.17%-389.5pp | 551.85%-521.2pp |
| Employer contribution / active EE | $10,866 | $5,286+105.6% | $4,933+120.3% | $4,662+133.1% |
| Participant deferral / active EE | $20,350 | $8,422+141.6% | $8,066+152.3% | $6,690+204.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |