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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 | $427,588 | $212,386+101.3% | $199,883+113.9% | $138,895+207.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.57% | 47.75%-32.2pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $9,485 | $6,625+43.2% | $6,261+51.5% | $4,194+126.1% |
| Participant deferral / active EE | $13,269 | $9,617+38.0% | $9,138+45.2% | $6,396+107.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |