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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 | $437,738 | $197,637+121.5% | $177,848+146.1% | $158,982+175.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.15% | 58.77%-39.6pp | 48.33%-29.2pp | 302.99%-283.8pp |
| Employer contribution / active EE | $13,690 | $6,698+104.4% | $5,919+131.3% | $4,763+187.4% |
| Participant deferral / active EE | $11,855 | $8,405+41.1% | $7,714+53.7% | $5,983+98.1% |
| Admin fee / account holder | $6 | $15,406-100.0% | $12,431-100.0% | $11,252-99.9% |