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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 | $479,906 | $166,089+188.9% | $164,928+191.0% | $145,978+228.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.13% | 100.26%-85.1pp | 70.08%-55.0pp | 550.52%-535.4pp |
| Employer contribution / active EE | $5,001 | $5,276-5.2% | $4,343+15.1% | $4,662+7.3% |
| Participant deferral / active EE | $11,892 | $6,961+70.8% | $6,034+97.1% | $6,690+77.8% |
| Admin fee / account holder | $130 | $16,641-99.2% | $12,684-99.0% | $13,400-99.0% |