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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 | $581,129 | $196,972+195.0% | $182,262+218.8% | $198,609+192.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.22% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,984 | $5,364-25.7% | $5,046-21.1% | $5,055-21.2% |
| Participant deferral / active EE | $10,334 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $60 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |