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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 | $368,980 | $165,399+123.1% | $149,745+146.4% | $158,982+132.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.11% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $5,617 | $5,105+10.0% | $4,646+20.9% | $4,763+17.9% |
| Participant deferral / active EE | $10,475 | $7,183+45.8% | $6,843+53.1% | $5,983+75.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |