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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 | $429,738 | $174,379+146.4% | $152,093+182.5% | $138,895+209.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.31% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $13,889 | $4,652+198.6% | $4,175+232.7% | $4,194+231.1% |
| Participant deferral / active EE | $12,781 | $6,159+107.5% | $5,451+134.5% | $6,396+99.8% |
| Admin fee / account holder | $91 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |