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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 | $472,724 | $223,823+111.2% | $211,142+123.9% | $154,746+205.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.13% | 50.39%-33.3pp | 46.84%-29.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $23,607 | $6,787+247.8% | $6,442+266.4% | $4,379+439.1% |
| Participant deferral / active EE | $14,448 | $9,750+48.2% | $9,284+55.6% | $6,730+114.7% |
| Admin fee / account holder | $32 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |