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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 | $451,460 | $148,623+203.8% | $135,974+232.0% | $139,466+223.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $5,701 | $5,246+8.7% | $4,859+17.3% | $4,754+19.9% |
| Participant deferral / active EE | $11,664 | $8,103+43.9% | $7,760+50.3% | $6,712+73.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |