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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 | $181,062+224.1% | $158,223+270.8% | $155,188+278.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.77% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $13,251 | $4,565+190.3% | $4,109+222.5% | $4,248+211.9% |
| Participant deferral / active EE | $17,475 | $6,134+184.9% | $5,467+219.6% | $6,531+167.6% |
| Admin fee / account holder | $230 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |