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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 | $260,706 | $223,823+16.5% | $211,142+23.5% | $154,746+68.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.85% | 50.39%-25.5pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $12,333 | $6,787+81.7% | $6,442+91.4% | $4,379+181.6% |
| Participant deferral / active EE | $13,316 | $9,750+36.6% | $9,284+43.4% | $6,730+97.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |