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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 | $420,739 | $209,336+101.0% | $197,124+113.4% | $137,256+206.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.19% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $9,964 | $6,591+51.2% | $6,227+60.0% | $4,156+139.8% |
| Participant deferral / active EE | $14,127 | $9,614+46.9% | $9,135+54.6% | $6,407+120.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |