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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 | $649,043 | $174,379+272.2% | $152,093+326.7% | $138,895+367.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.02% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $11,023 | $4,652+137.0% | $4,175+164.0% | $4,194+162.8% |
| Participant deferral / active EE | $14,083 | $6,159+128.7% | $5,451+158.3% | $6,396+120.2% |
| Admin fee / account holder | $169 | $16,880-99.0% | $14,497-98.8% | $12,562-98.7% |