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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 | $664,138 | $175,231+279.0% | $149,696+343.7% | $139,466+376.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.16% | 166.77%-144.6pp | 134.46%-112.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $15,018 | $5,478+174.2% | $4,821+211.5% | $4,754+215.9% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $68 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |