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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 | $696,588 | $196,972+253.6% | $182,262+282.2% | $198,609+250.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.07% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $5,026 | $5,364-6.3% | $5,046-0.4% | $5,055-0.6% |
| Participant deferral / active EE | $22,133 | $8,643+156.1% | $8,276+167.4% | $6,977+217.2% |
| Admin fee / account holder | $9 | $18,429-99.9% | $16,712-99.9% | $19,030-100.0% |