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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 | $454,143 | $157,304+188.7% | $141,197+221.6% | $152,909+197.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.32% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $28,062 | $5,263+433.3% | $4,736+492.5% | $4,764+489.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |