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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 | $460,918 | $209,336+120.2% | $197,124+133.8% | $137,256+235.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.73% | 48.09%-36.4pp | 44.34%-32.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $23,407 | $6,591+255.1% | $6,227+275.9% | $4,156+463.2% |
| Participant deferral / active EE | $18,000 | $9,614+87.2% | $9,135+97.1% | $6,407+181.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |