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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 | $806,455 | $201,370+300.5% | $184,256+337.7% | $145,897+452.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.83% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $12,715 | $7,024+81.0% | $6,427+97.8% | $4,663+172.7% |
| Participant deferral / active EE | $15,836 | $9,808+61.5% | $9,133+73.4% | $6,689+136.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |