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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 | $740,145 | $148,623+398.0% | $135,974+444.3% | $139,466+430.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.76% | 79.30%-54.5pp | 68.30%-43.5pp | 373.66%-348.9pp |
| Employer contribution / active EE | $22,274 | $5,246+324.5% | $4,859+358.4% | $4,754+368.5% |
| Participant deferral / active EE | $12,950 | $8,103+59.8% | $7,760+66.9% | $6,712+92.9% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |