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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 | $172,758+55.6% | $149,600+79.7% | $138,895+93.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 28.65% | 181.17%-152.5pp | 129.59%-100.9pp | 145.39%-116.7pp |
| Employer contribution / active EE | $35,971 | $4,778+652.8% | $4,193+757.8% | $4,194+757.6% |
| Participant deferral / active EE | $21,188 | $8,180+159.0% | $7,203+194.2% | $6,396+231.3% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |