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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 | $658,943 | $166,242+296.4% | $165,071+299.2% | $145,884+351.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 100.44%-90.8pp | 70.17%-60.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $25,000 | $5,283+373.2% | $4,347+475.1% | $4,662+436.2% |
| Participant deferral / active EE | $33,344 | $6,964+378.8% | $6,035+452.5% | $6,690+398.4% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |