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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 | $318,407 | $227,291+40.1% | $214,702+48.3% | $155,188+105.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.74% | 60.08%-44.3pp | 54.55%-38.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $20,289 | $6,772+199.6% | $6,461+214.0% | $4,248+377.6% |
| Participant deferral / active EE | $24,031 | $9,582+150.8% | $9,147+162.7% | $6,531+267.9% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |