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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 | $571,642 | $156,398+265.5% | $147,318+288.0% | $138,895+311.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.86% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $17,505 | $4,853+260.7% | $4,593+281.1% | $4,194+317.4% |
| Participant deferral / active EE | $12,044 | $8,237+46.2% | $7,906+52.3% | $6,396+88.3% |
| Admin fee / account holder | $32 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |