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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 | $266,449 | $183,627+45.1% | $155,602+71.2% | $145,978+82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $22,135 | $5,316+316.4% | $4,675+373.4% | $4,662+374.8% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,690+82.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |