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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 | $594,301 | $108,897+445.7% | $100,378+492.1% | $145,877+307.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 58.17%-47.2pp | 49.41%-38.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,910 | $4,420+11.1% | $3,942+24.5% | $4,663+5.3% |
| Participant deferral / active EE | $8,412 | $8,455-0.5% | $8,087+4.0% | $6,691+25.7% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |