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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 | $684,522 | $183,988+272.0% | $162,177+322.1% | $152,897+347.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 21.27% | 150.79%-129.5pp | 115.60%-94.3pp | 345.43%-324.2pp |
| Employer contribution / active EE | $20,270 | $6,370+218.2% | $5,613+261.1% | $4,764+325.5% |
| Participant deferral / active EE | $10,971 | $8,032+36.6% | $7,297+50.4% | $5,851+87.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |