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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 | $553,455 | $227,291+143.5% | $214,702+157.8% | $155,188+256.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 24.61% | 60.08%-35.5pp | 54.55%-29.9pp | 148.84%-124.2pp |
| Employer contribution / active EE | $19,500 | $6,772+188.0% | $6,461+201.8% | $4,248+359.1% |
| Participant deferral / active EE | $13,933 | $9,582+45.4% | $9,147+52.3% | $6,531+113.3% |
| Admin fee / account holder | $1 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |