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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 | $412,436 | $209,425+96.9% | $178,499+131.1% | $158,966+159.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.02% | 188.80%-166.8pp | 151.10%-129.1pp | 302.95%-280.9pp |
| Employer contribution / active EE | $7,312 | $5,707+28.1% | $5,011+45.9% | $4,762+53.5% |
| Participant deferral / active EE | $6,683 | $5,955+12.2% | $5,202+28.5% | $5,983+11.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |