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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 | $770,311 | $156,398+392.5% | $147,318+422.9% | $138,895+454.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.95% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $28,325 | $4,853+483.6% | $4,593+516.7% | $4,194+575.3% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $140 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |