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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 | $463,518 | $197,819+134.3% | $155,789+197.5% | $125,389+269.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 7.75% | 86.73%-79.0pp | 71.54%-63.8pp | 282.24%-274.5pp |
| Employer contribution / active EE | $4,500 | $4,850-7.2% | $3,839+17.2% | $4,866-7.5% |
| Participant deferral / active EE | $12,333 | $5,631+119.0% | $4,798+157.0% | $5,352+130.4% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |