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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 | $792,834 | $227,291+248.8% | $214,702+269.3% | $155,188+410.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.33% | 60.08%-41.7pp | 54.55%-36.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $6,400 | $6,772-5.5% | $6,461-0.9% | $4,248+50.7% |
| Participant deferral / active EE | $20,667 | $9,582+115.7% | $9,147+125.9% | $6,531+216.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |