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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 | $253,029 | $228,395+10.8% | $185,861+36.1% | $158,982+59.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 40.82%-30.1pp | 35.96%-25.3pp | 302.99%-292.3pp |
| Employer contribution / active EE | $20,513 | $4,968+312.9% | $4,088+401.8% | $4,763+330.7% |
| Participant deferral / active EE | $22,750 | $6,417+254.5% | $5,634+303.8% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |