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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 | $921,735 | $227,291+305.5% | $214,702+329.3% | $155,188+493.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.71% | 60.08%-40.4pp | 54.55%-34.8pp | 148.84%-129.1pp |
| Employer contribution / active EE | $26,174 | $6,772+286.5% | $6,461+305.1% | $4,248+516.2% |
| Participant deferral / active EE | $20,932 | $9,582+118.5% | $9,147+128.8% | $6,531+220.5% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |