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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 | $964,362 | $227,291+324.3% | $214,702+349.2% | $155,188+521.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.36% | 60.08%-41.7pp | 54.55%-36.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,853 | $6,772-43.1% | $6,461-40.4% | $4,248-9.3% |
| Participant deferral / active EE | $16,750 | $9,582+74.8% | $9,147+83.1% | $6,531+156.5% |
| Admin fee / account holder | $114 | $20,413-99.4% | $19,830-99.4% | $14,480-99.2% |