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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 | $501,196 | $185,312+170.5% | $161,489+210.4% | $154,746+223.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $11,300 | $4,769+136.9% | $4,268+164.7% | $4,379+158.0% |
| Participant deferral / active EE | $7,340 | $6,350+15.6% | $5,630+30.4% | $6,730+9.1% |
| Admin fee / account holder | $41 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |