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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 | $413,604 | $148,629+178.3% | $135,982+204.2% | $139,487+196.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.97% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $3,580 | $5,247-31.8% | $4,859-26.3% | $4,755-24.7% |
| Participant deferral / active EE | $18,104 | $8,102+123.4% | $7,760+133.3% | $6,713+169.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |