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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 | $289,368 | $201,344+43.7% | $184,243+57.1% | $145,877+98.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.79% | 29.01%-8.2pp | 28.82%-8.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $22,000 | $7,022+213.3% | $6,427+242.3% | $4,663+371.8% |
| Participant deferral / active EE | $20,623 | $9,807+110.3% | $9,132+125.8% | $6,691+208.2% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |