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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 | $398,521 | $168,635+136.3% | $147,617+170.0% | $125,389+217.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.76% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $13,597 | $6,252+117.5% | $5,564+144.4% | $4,866+179.4% |
| Participant deferral / active EE | $8,389 | $5,507+52.3% | $4,895+71.4% | $5,352+56.8% |
| Admin fee / account holder | $53 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |