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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 | $927,573 | $176,402+425.8% | $134,162+591.4% | $158,982+483.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.78% | 63.66%-46.9pp | 36.35%-19.6pp | 302.99%-286.2pp |
| Employer contribution / active EE | $17,650 | $5,042+250.0% | $3,705+376.4% | $4,763+270.6% |
| Participant deferral / active EE | $14,733 | $4,093+260.0% | $3,500+321.0% | $5,983+146.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |