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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 | $602,495 | $115,780+420.4% | $101,255+495.0% | $158,931+279.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.21% | 56.14%-34.9pp | 46.48%-25.3pp | 302.86%-281.7pp |
| Employer contribution / active EE | $7,530 | $4,175+80.4% | $3,660+105.7% | $4,761+58.1% |
| Participant deferral / active EE | $19,379 | $4,958+290.9% | $4,370+343.4% | $5,982+223.9% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |