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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 | $115,901+506.5% | $100,525+599.3% | $158,931+342.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.42% | 34.80%-16.4pp | 30.89%-12.5pp | 302.86%-284.4pp |
| Employer contribution / active EE | $15,961 | $4,104+288.9% | $3,418+367.0% | $4,761+235.2% |
| Participant deferral / active EE | $12,000 | $6,675+79.8% | $6,270+91.4% | $5,982+100.6% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |