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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 | $311,697 | $148,629+109.7% | $135,982+129.2% | $139,487+123.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.95% | 79.33%-56.4pp | 68.32%-45.4pp | 373.84%-350.9pp |
| Employer contribution / active EE | $7,661 | $5,247+46.0% | $4,859+57.7% | $4,755+61.1% |
| Participant deferral / active EE | $3,830 | $8,102-52.7% | $7,760-50.6% | $6,713-42.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |