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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 | $464,614 | $201,370+130.7% | $184,256+152.2% | $145,897+218.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,556 | $7,024-63.6% | $6,427-60.2% | $4,663-45.2% |
| Participant deferral / active EE | $11,797 | $9,808+20.3% | $9,133+29.2% | $6,689+76.4% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,899-99.9% | $13,390-99.9% |