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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 | $843,844 | $148,623+467.8% | $135,974+520.6% | $139,466+505.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.48% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,724 | $5,246-29.0% | $4,859-23.4% | $4,754-21.7% |
| Participant deferral / active EE | $15,937 | $8,103+96.7% | $7,760+105.4% | $6,712+137.4% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |