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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 | $223,823+178.8% | $211,142+195.6% | $154,746+303.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.50% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $37,340 | $6,787+450.2% | $6,442+479.6% | $4,379+752.7% |
| Participant deferral / active EE | $18,167 | $9,750+86.3% | $9,284+95.7% | $6,730+169.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |