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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 | $596,731 | $162,136+268.0% | $152,301+291.8% | $154,746+285.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.94% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,939 | $4,890+41.9% | $4,624+50.0% | $4,379+58.5% |
| Participant deferral / active EE | $22,833 | $8,341+173.8% | $8,004+185.3% | $6,730+239.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |