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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 | $630,297 | $148,629+324.1% | $135,982+363.5% | $139,487+351.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.07% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,407 | $5,247-54.1% | $4,859-50.5% | $4,755-49.4% |
| Participant deferral / active EE | $9,433 | $8,102+16.4% | $7,760+21.6% | $6,713+40.5% |
| Admin fee / account holder | $178 | $12,406-98.6% | $10,767-98.3% | $11,407-98.4% |