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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 | $266,337 | $227,291+17.2% | $214,702+24.0% | $155,188+71.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 28.07% | 60.08%-32.0pp | 54.55%-26.5pp | 148.84%-120.8pp |
| Employer contribution / active EE | $20,022 | $6,772+195.7% | $6,461+209.9% | $4,248+371.4% |
| Participant deferral / active EE | $17,785 | $9,582+85.6% | $9,147+94.4% | $6,531+172.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |