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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 | $268,859 | $171,930+56.4% | $151,266+77.7% | $154,746+73.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 28.65% | 242.03%-213.4pp | 180.60%-151.9pp | 172.34%-143.7pp |
| Employer contribution / active EE | $35,971 | $4,710+663.7% | $4,237+749.0% | $4,379+721.4% |
| Participant deferral / active EE | $21,188 | $8,191+158.7% | $7,337+188.8% | $6,730+214.8% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |