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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 | $702,970 | $115,917+506.4% | $100,535+599.2% | $158,982+342.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.42% | 34.80%-16.4pp | 30.90%-12.5pp | 302.99%-284.6pp |
| Employer contribution / active EE | $15,961 | $4,105+288.8% | $3,419+366.9% | $4,763+235.1% |
| Participant deferral / active EE | $12,000 | $6,677+79.7% | $6,271+91.3% | $5,983+100.6% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |