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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 | $778,952 | $156,398+398.1% | $147,318+428.8% | $138,895+460.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.44% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $16,575 | $4,853+241.5% | $4,593+260.9% | $4,194+295.2% |
| Participant deferral / active EE | $17,600 | $8,237+113.7% | $7,906+122.6% | $6,396+175.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |