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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 | $393,506 | $178,174+120.9% | $156,181+152.0% | $137,256+186.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.91% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $38,169 | $4,972+667.7% | $4,294+788.9% | $4,156+818.4% |
| Participant deferral / active EE | $32,875 | $6,888+377.3% | $6,132+436.1% | $6,407+413.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |