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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 | $169,361+188.5% | $129,397+277.6% | $145,877+234.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.28% | 14395.54%-14383.3pp | 9453.98%-9441.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $11,716 | $5,542+111.4% | $4,154+182.0% | $4,663+151.3% |
| Participant deferral / active EE | $9,543 | $4,987+91.3% | $4,167+129.0% | $6,691+42.6% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |