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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 | $351,180 | $196,972+78.3% | $182,262+92.7% | $198,609+76.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.31% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $38,494 | $5,364+617.7% | $5,046+662.9% | $5,055+661.4% |
| Participant deferral / active EE | $4,078 | $8,643-52.8% | $8,276-50.7% | $6,977-41.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |