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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 | $936,443 | $227,633+311.4% | $189,597+393.9% | $167,553+458.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.06% | 78.45%-59.4pp | 64.20%-45.1pp | 478.89%-459.8pp |
| Employer contribution / active EE | $6,059 | $5,317+14.0% | $4,412+37.3% | $4,840+25.2% |
| Participant deferral / active EE | $11,656 | $7,003+66.4% | $6,174+88.8% | $6,343+83.8% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |