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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 | $488,600 | $169,356+188.5% | $129,406+277.6% | $145,897+234.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.28% | 14418.62%-14406.3pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $11,716 | $5,542+111.4% | $4,155+182.0% | $4,663+151.3% |
| Participant deferral / active EE | $9,543 | $4,987+91.4% | $4,167+129.0% | $6,689+42.7% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |