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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 | $613,937 | $156,398+292.5% | $147,318+316.7% | $138,895+342.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.53% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $34,104 | $4,853+602.7% | $4,593+642.5% | $4,194+713.1% |
| Participant deferral / active EE | $23,233 | $8,237+182.0% | $7,906+193.9% | $6,396+263.2% |
| Admin fee / account holder | $3 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |