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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 | $451,222 | $201,372+124.1% | $184,260+144.9% | $145,884+209.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.08% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $6,133 | $7,024-12.7% | $6,427-4.6% | $4,662+31.5% |
| Participant deferral / active EE | $8,225 | $9,808-16.1% | $9,133-9.9% | $6,690+23.0% |
| Admin fee / account holder | $48 | $16,362-99.7% | $13,898-99.7% | $13,392-99.6% |