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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 | $281,597 | $96,419+192.1% | $80,648+249.2% | $139,487+101.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.99% | 1352.86%-1327.9pp | 937.21%-912.2pp | 373.84%-348.9pp |
| Employer contribution / active EE | $10,892 | $3,261+234.0% | $2,724+299.9% | $4,755+129.1% |
| Participant deferral / active EE | $12,267 | $5,225+134.8% | $4,443+176.1% | $6,713+82.7% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |