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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 | $288,912 | $223,823+29.1% | $211,142+36.8% | $154,746+86.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.70% | 50.39%-28.7pp | 46.84%-25.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $26,360 | $6,787+288.4% | $6,442+309.2% | $4,379+502.0% |
| Participant deferral / active EE | $24,418 | $9,750+150.4% | $9,284+163.0% | $6,730+262.8% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |