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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 | $227,291+85.1% | $214,702+96.0% | $155,188+171.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.19% | 60.08%-37.9pp | 54.55%-32.4pp | 148.84%-126.6pp |
| Employer contribution / active EE | $9,964 | $6,772+47.1% | $6,461+54.2% | $4,248+134.6% |
| Participant deferral / active EE | $14,127 | $9,582+47.4% | $9,147+54.4% | $6,531+116.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |