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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 | $874,558 | $183,592+376.4% | $155,567+462.2% | $145,959+499.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $27,701 | $5,315+421.2% | $4,674+492.7% | $4,661+494.3% |
| Participant deferral / active EE | $25,600 | $6,464+296.0% | $5,628+354.9% | $6,689+282.7% |
| Admin fee / account holder | $266 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |