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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 | $515,789 | $148,623+247.0% | $135,974+279.3% | $139,466+269.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.55% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $19,628 | $5,246+274.1% | $4,859+304.0% | $4,754+312.9% |
| Participant deferral / active EE | $13,850 | $8,103+70.9% | $7,760+78.5% | $6,712+106.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |