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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 | $331,971 | $125,193+165.2% | $105,591+214.4% | $145,978+127.4% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 17.47% | 225.53%-208.1pp | 116.43%-99.0pp | 550.52%-533.0pp |
| Employer contribution / active EE | $3,666 | $3,718-1.4% | $3,166+15.8% | $4,662-21.4% |
| Participant deferral / active EE | $14,934 | $5,708+161.6% | $5,008+198.2% | $6,690+123.2% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |