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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 | $426,104 | $162,136+162.8% | $152,301+179.8% | $154,746+175.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.78% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $6,669 | $4,890+36.4% | $4,624+44.2% | $4,379+52.3% |
| Participant deferral / active EE | $8,230 | $8,341-1.3% | $8,004+2.8% | $6,730+22.3% |
| Admin fee / account holder | $43 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |