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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 | $390,549 | $172,111+126.9% | $150,298+159.8% | $137,256+184.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.79% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $9,918 | $4,636+113.9% | $4,154+138.8% | $4,156+138.6% |
| Participant deferral / active EE | $6,440 | $6,166+4.4% | $5,453+18.1% | $6,407+0.5% |
| Admin fee / account holder | $173 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |