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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 | $477,148 | $154,228+209.4% | $145,433+228.1% | $137,256+247.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.55% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $24,131 | $4,804+402.3% | $4,554+429.8% | $4,156+480.6% |
| Participant deferral / active EE | $19,575 | $8,216+138.2% | $7,897+147.9% | $6,407+205.5% |
| Admin fee / account holder | $261 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |