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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 | $657,163 | $174,379+276.9% | $152,093+332.1% | $138,895+373.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.39% | 74.86%-53.5pp | 66.36%-45.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $3,150 | $4,652-32.3% | $4,175-24.5% | $4,194-24.9% |
| Participant deferral / active EE | $34,750 | $6,159+464.2% | $5,451+537.5% | $6,396+443.3% |
| Admin fee / account holder | $35 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |