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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 | $562,326 | $174,379+222.5% | $152,093+269.7% | $138,895+304.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.70% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,485 | $4,652+82.4% | $4,175+103.2% | $4,194+102.3% |
| Participant deferral / active EE | $5,544 | $6,159-10.0% | $5,451+1.7% | $6,396-13.3% |
| Admin fee / account holder | $65 | $16,880-99.6% | $14,497-99.5% | $12,562-99.5% |