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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 | $789,602 | $162,136+387.0% | $152,301+418.4% | $154,746+410.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.45% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $19,766 | $4,890+304.2% | $4,624+327.4% | $4,379+351.4% |
| Participant deferral / active EE | $11,297 | $8,341+35.4% | $8,004+41.1% | $6,730+67.9% |
| Admin fee / account holder | $17 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |