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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 | $212,386+98.1% | $199,883+110.5% | $138,895+202.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.19% | 47.75%-25.6pp | 43.81%-21.6pp | 145.39%-123.2pp |
| Employer contribution / active EE | $9,964 | $6,625+50.4% | $6,261+59.1% | $4,194+137.6% |
| Participant deferral / active EE | $14,127 | $9,617+46.9% | $9,138+54.6% | $6,396+120.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |