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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 | $450,533 | $228,395+97.3% | $185,861+142.4% | $158,982+183.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.31% | 40.82%-19.5pp | 35.96%-14.6pp | 302.99%-281.7pp |
| Employer contribution / active EE | $16,701 | $4,968+236.2% | $4,088+308.5% | $4,763+250.7% |
| Participant deferral / active EE | $9,350 | $6,417+45.7% | $5,634+66.0% | $5,983+56.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |