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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 | $549,027 | $162,136+238.6% | $152,301+260.5% | $154,746+254.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.28% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $14,412 | $4,890+194.7% | $4,624+211.6% | $4,379+229.1% |
| Participant deferral / active EE | $19,737 | $8,341+136.6% | $8,004+146.6% | $6,730+193.2% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |