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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 | $681,246 | $209,336+225.4% | $197,124+245.6% | $137,256+396.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.02% | 48.09%-26.1pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $6,423 | $6,591-2.5% | $6,227+3.1% | $4,156+54.5% |
| Participant deferral / active EE | $22,267 | $9,614+131.6% | $9,135+143.8% | $6,407+247.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |