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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 | $648,069 | $153,769+321.5% | $133,975+383.7% | $273,972+136.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 141.24% | 36.51%+104.7pp | 29.29%+111.9pp | 41.46%+99.8pp |
| Employer contribution / active EE | $2,336 | $6,029-61.3% | $5,211-55.2% | $4,869-52.0% |
| Participant deferral / active EE | $11,829 | $6,958+70.0% | $6,282+88.3% | $5,287+123.7% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |