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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 | $640,748 | $209,336+206.1% | $197,124+225.0% | $137,256+366.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.20% | 48.09%-29.9pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,942 | $6,591+5.3% | $6,227+11.5% | $4,156+67.0% |
| Participant deferral / active EE | $26,000 | $9,614+170.4% | $9,135+184.6% | $6,407+305.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |