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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 | $278,874 | $227,399+22.6% | $189,758+47.0% | $198,609+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.22% | 61.03%-44.8pp | 52.62%-36.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $9,726 | $5,526+76.0% | $4,767+104.0% | $5,055+92.4% |
| Participant deferral / active EE | $16,822 | $6,837+146.1% | $5,856+187.3% | $6,977+141.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |