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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 | $444,811 | $148,623+199.3% | $135,974+227.1% | $139,466+218.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,909 | $5,246-25.5% | $4,859-19.5% | $4,754-17.8% |
| Participant deferral / active EE | $16,250 | $8,103+100.6% | $7,760+109.4% | $6,712+142.1% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |