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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 | $386,738 | $227,291+70.2% | $214,702+80.1% | $155,188+149.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.37% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $24,578 | $6,772+263.0% | $6,461+280.4% | $4,248+478.6% |
| Participant deferral / active EE | $20,269 | $9,582+111.5% | $9,147+121.6% | $6,531+210.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |