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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 | $155,555+279.1% | $146,866+301.5% | $155,188+280.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.82% | 115.41%-97.6pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $21,113 | $4,647+354.4% | $4,425+377.2% | $4,248+397.0% |
| Participant deferral / active EE | $22,251 | $8,044+176.6% | $7,759+186.8% | $6,531+240.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |