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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 | $316,175 | $157,276+101.0% | $141,177+124.0% | $152,885+106.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.19% | 64.33%-46.1pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $11,168 | $5,262+112.2% | $4,736+135.8% | $4,763+134.5% |
| Participant deferral / active EE | $10,817 | $7,110+52.1% | $6,710+61.2% | $5,851+84.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |