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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 | $284,088 | $183,516+54.8% | $155,534+82.7% | $145,884+94.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.60% | 61.43%-37.8pp | 64.92%-41.3pp | 551.85%-528.2pp |
| Employer contribution / active EE | $45,280 | $5,315+752.0% | $4,675+868.6% | $4,662+871.2% |
| Participant deferral / active EE | $26,000 | $6,467+302.1% | $5,630+361.8% | $6,690+288.7% |
| Admin fee / account holder | $1 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |