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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 | $424,606 | $148,623+185.7% | $135,974+212.3% | $139,466+204.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.62% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $5,559 | $5,246+6.0% | $4,859+14.4% | $4,754+16.9% |
| Participant deferral / active EE | $16,897 | $8,103+108.5% | $7,760+117.7% | $6,712+151.7% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |