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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 | $766,687 | $185,905+312.4% | $170,057+350.8% | $139,487+449.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 60.56%-44.6pp | 53.42%-37.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $46,527 | $7,597+512.4% | $6,790+585.2% | $4,755+878.5% |
| Participant deferral / active EE | $36,315 | $11,627+212.3% | $10,411+248.8% | $6,713+441.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |