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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 | $500,159 | $196,972+153.9% | $182,262+174.4% | $198,609+151.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.46% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $14,800 | $5,364+175.9% | $5,046+193.3% | $5,055+192.8% |
| Participant deferral / active EE | $17,015 | $8,643+96.9% | $8,276+105.6% | $6,977+143.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |