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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 | $162,136+329.6% | $152,301+357.4% | $154,746+350.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.07% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $5,026 | $4,890+2.8% | $4,624+8.7% | $4,379+14.8% |
| Participant deferral / active EE | $22,133 | $8,341+165.4% | $8,004+176.5% | $6,730+228.9% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |