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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 | $624,067 | $227,291+174.6% | $214,702+190.7% | $155,188+302.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.50% | 60.08%-42.6pp | 54.55%-37.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $37,340 | $6,772+451.4% | $6,461+478.0% | $4,248+779.0% |
| Participant deferral / active EE | $18,167 | $9,582+89.6% | $9,147+98.6% | $6,531+178.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |