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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 | $502,172 | $227,399+120.8% | $189,758+164.6% | $198,609+152.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.60% | 61.03%-34.4pp | 52.62%-26.0pp | 202.70%-176.1pp |
| Employer contribution / active EE | $45,500 | $5,526+723.4% | $4,767+854.6% | $5,055+800.0% |
| Participant deferral / active EE | $23,500 | $6,837+243.7% | $5,856+301.3% | $6,977+236.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |