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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 | $290,742 | $166,131+75.0% | $164,975+76.2% | $145,877+99.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.79% | 100.37%-87.6pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $37,469 | $5,276+610.2% | $4,343+762.8% | $4,663+703.5% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $274 | $16,648-98.4% | $12,688-97.8% | $13,402-98.0% |