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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 | $551,273 | $148,629+270.9% | $135,982+305.4% | $139,487+295.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.42% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $6,425 | $5,247+22.5% | $4,859+32.2% | $4,755+35.1% |
| Participant deferral / active EE | $21,440 | $8,102+164.6% | $7,760+176.3% | $6,713+219.4% |
| Admin fee / account holder | $45 | $12,406-99.6% | $10,767-99.6% | $11,407-99.6% |