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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 | $519,016 | $209,336+147.9% | $197,124+163.3% | $137,256+278.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.30% | 48.09%-31.8pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $31,636 | $6,591+380.0% | $6,227+408.0% | $4,156+661.2% |
| Participant deferral / active EE | $20,523 | $9,614+113.5% | $9,135+124.7% | $6,407+220.3% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |