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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 | $271,300 | $196,972+37.7% | $182,262+48.9% | $198,609+36.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.15% | 158.27%-145.1pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $5,000 | $5,364-6.8% | $5,046-0.9% | $5,055-1.1% |
| Participant deferral / active EE | $25,328 | $8,643+193.1% | $8,276+206.0% | $6,977+263.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |