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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 | $613,357 | $223,823+174.0% | $211,142+190.5% | $154,746+296.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.18% | 50.39%-36.2pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $10,395 | $6,787+53.2% | $6,442+61.4% | $4,379+137.4% |
| Participant deferral / active EE | $20,940 | $9,750+114.8% | $9,284+125.5% | $6,730+211.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |