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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 | $424,588 | $183,592+131.3% | $155,567+172.9% | $145,959+190.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.10% | 61.24%-32.1pp | 64.74%-35.6pp | 561.95%-532.8pp |
| Employer contribution / active EE | $5,921 | $5,315+11.4% | $4,674+26.7% | $4,661+27.0% |
| Participant deferral / active EE | $9,025 | $6,464+39.6% | $5,628+60.4% | $6,689+34.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |