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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 | $590,983 | $160,070+269.2% | $147,117+301.7% | $145,897+305.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $16,786 | $5,285+217.6% | $4,932+240.3% | $4,663+260.0% |
| Participant deferral / active EE | $19,219 | $8,419+128.3% | $8,065+138.3% | $6,689+187.3% |
| Admin fee / account holder | $95 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |