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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 | $415,046 | $209,336+98.3% | $197,124+110.6% | $137,256+202.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 20.32% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $10,704 | $6,591+62.4% | $6,227+71.9% | $4,156+157.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |