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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 | $738,307 | $197,625+273.6% | $177,840+315.2% | $158,966+364.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.24% | 58.76%-50.5pp | 48.32%-40.1pp | 302.95%-294.7pp |
| Employer contribution / active EE | $6,516 | $6,698-2.7% | $5,919+10.1% | $4,762+36.8% |
| Participant deferral / active EE | $16,926 | $8,405+101.4% | $7,714+119.4% | $5,983+182.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |