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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 | $589,700 | $162,136+263.7% | $152,301+287.2% | $154,746+281.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.82% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $21,113 | $4,890+331.7% | $4,624+356.5% | $4,379+382.1% |
| Participant deferral / active EE | $22,251 | $8,341+166.8% | $8,004+178.0% | $6,730+230.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |