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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 | $464,033 | $154,228+200.9% | $145,433+219.1% | $137,256+238.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 57.44% | 74.59%-17.1pp | 66.58%-9.1pp | 220.34%-162.9pp |
| Employer contribution / active EE | $9,455 | $4,804+96.8% | $4,554+107.6% | $4,156+127.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |