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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 | $488,776 | $174,379+180.3% | $152,093+221.4% | $138,895+251.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.21% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $16,614 | $4,652+257.1% | $4,175+298.0% | $4,194+296.1% |
| Participant deferral / active EE | $10,079 | $6,159+63.6% | $5,451+84.9% | $6,396+57.6% |
| Admin fee / account holder | $112 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |