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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 | $586,734 | $174,379+236.5% | $152,093+285.8% | $138,895+322.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.77% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $13,251 | $4,652+184.8% | $4,175+217.4% | $4,194+215.9% |
| Participant deferral / active EE | $17,475 | $6,159+183.7% | $5,451+220.6% | $6,396+173.2% |
| Admin fee / account holder | $230 | $16,880-98.6% | $14,497-98.4% | $12,562-98.2% |