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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 | $662,475 | $185,905+256.4% | $170,057+289.6% | $139,487+374.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.86% | 60.56%-44.7pp | 53.42%-37.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $22,618 | $7,597+197.7% | $6,790+233.1% | $4,755+375.7% |
| Participant deferral / active EE | $16,128 | $11,627+38.7% | $10,411+54.9% | $6,713+140.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |