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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 | $484,257 | $209,336+131.3% | $197,124+145.7% | $137,256+252.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.56% | 48.09%-25.5pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $10,255 | $6,591+55.6% | $6,227+64.7% | $4,156+146.8% |
| Participant deferral / active EE | $16,911 | $9,614+75.9% | $9,135+85.1% | $6,407+164.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |