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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 | $445,479 | $162,136+174.8% | $152,301+192.5% | $154,746+187.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.24% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,590 | $4,890-6.1% | $4,624-0.7% | $4,379+4.8% |
| Participant deferral / active EE | $16,875 | $8,341+102.3% | $8,004+110.8% | $6,730+150.7% |
| Admin fee / account holder | $112 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |