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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 | $532,173 | $212,386+150.6% | $199,883+166.2% | $138,895+283.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.80% | 47.75%-32.0pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $41,930 | $6,625+532.9% | $6,261+569.7% | $4,194+899.7% |
| Participant deferral / active EE | $24,923 | $9,617+159.2% | $9,138+172.7% | $6,396+289.7% |
| Admin fee / account holder | $60 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |