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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 | $166,131+407.9% | $164,975+411.5% | $145,877+478.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.60% | 100.37%-86.8pp | 70.12%-56.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,277 | $5,276-18.9% | $4,343-1.5% | $4,663-8.3% |
| Participant deferral / active EE | $11,667 | $6,962+67.6% | $6,033+93.4% | $6,691+74.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |