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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 | $574,464 | $185,905+209.0% | $170,057+237.8% | $139,487+311.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.24% | 60.56%-33.3pp | 53.42%-26.2pp | 373.84%-346.6pp |
| Employer contribution / active EE | $14,479 | $7,597+90.6% | $6,790+113.2% | $4,755+204.5% |
| Participant deferral / active EE | $9,888 | $11,627-15.0% | $10,411-5.0% | $6,713+47.3% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |