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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 | $643,229 | $156,398+311.3% | $147,318+336.6% | $138,895+363.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 16.57% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $16,918 | $4,853+248.6% | $4,593+268.4% | $4,194+303.4% |
| Participant deferral / active EE | $9,491 | $8,237+15.2% | $7,906+20.0% | $6,396+48.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |