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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 | $843,791 | $166,268+407.5% | $165,100+411.1% | $145,897+478.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.60% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $4,277 | $5,284-19.1% | $4,348-1.6% | $4,663-8.3% |
| Participant deferral / active EE | $11,667 | $6,964+67.5% | $6,035+93.3% | $6,689+74.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |