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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 | $319,677 | $223,823+42.8% | $211,142+51.4% | $154,746+106.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.20% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $29,180 | $6,787+330.0% | $6,442+352.9% | $4,379+566.3% |
| Participant deferral / active EE | $18,031 | $9,750+84.9% | $9,284+94.2% | $6,730+167.9% |
| Admin fee / account holder | $56 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |