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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 | $841,726 | $166,268+406.2% | $165,100+409.8% | $145,897+476.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.02% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,416 | $5,284+135.0% | $4,348+185.6% | $4,663+166.3% |
| Participant deferral / active EE | $19,602 | $6,964+181.5% | $6,035+224.8% | $6,689+193.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |