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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 | $470,629 | $197,625+138.1% | $177,840+164.6% | $158,966+196.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.82% | 58.76%-42.9pp | 48.32%-32.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $28,183 | $6,698+320.8% | $5,919+376.2% | $4,762+491.8% |
| Participant deferral / active EE | $21,900 | $8,405+160.6% | $7,714+183.9% | $5,983+266.0% |
| Admin fee / account holder | $65 | $15,405-99.6% | $12,431-99.5% | $11,250-99.4% |