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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 | $938,682 | $183,592+411.3% | $155,574+503.4% | $145,877+543.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.06% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $12,963 | $5,317+143.8% | $4,676+177.2% | $4,663+178.0% |
| Participant deferral / active EE | $6,550 | $6,466+1.3% | $5,629+16.4% | $6,691-2.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |