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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 | $530,184 | $227,399+133.2% | $189,758+179.4% | $198,609+166.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.55% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.1pp |
| Employer contribution / active EE | $11,666 | $5,526+111.1% | $4,767+144.7% | $5,055+130.8% |
| Participant deferral / active EE | $12,023 | $6,837+75.9% | $5,856+105.3% | $6,977+72.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |