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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 | $742,234 | $227,399+226.4% | $189,758+291.1% | $198,609+273.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.49% | 61.03%-32.5pp | 52.62%-24.1pp | 202.70%-174.2pp |
| Employer contribution / active EE | $3,571 | $5,526-35.4% | $4,767-25.1% | $5,055-29.4% |
| Participant deferral / active EE | $11,865 | $6,837+73.5% | $5,856+102.6% | $6,977+70.1% |
| Admin fee / account holder | $86 | $25,162-99.7% | $20,388-99.6% | $19,030-99.5% |