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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 | $328,016 | $227,291+44.3% | $214,702+52.8% | $155,188+111.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.39% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $19,580 | $6,772+189.1% | $6,461+203.1% | $4,248+360.9% |
| Participant deferral / active EE | $17,820 | $9,582+86.0% | $9,147+94.8% | $6,531+172.8% |
| Admin fee / account holder | $10 | $20,413-100.0% | $19,830-99.9% | $14,480-99.9% |