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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 | $956,950 | $185,905+414.8% | $170,057+462.7% | $139,487+586.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.12% | 60.56%-49.4pp | 53.42%-42.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $28,875 | $7,597+280.1% | $6,790+325.2% | $4,755+507.3% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |