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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 | $512,224 | $135,956+276.8% | $123,894+313.4% | $273,972+87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.66% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $18,500 | $5,170+257.9% | $4,617+300.7% | $4,869+280.0% |
| Participant deferral / active EE | $10,800 | $6,343+70.3% | $5,984+80.5% | $5,287+104.3% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |