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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 | $671,612 | $185,905+261.3% | $170,057+294.9% | $139,487+381.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.78% | 60.56%-40.8pp | 53.42%-33.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $10,931 | $7,597+43.9% | $6,790+61.0% | $4,755+129.9% |
| Participant deferral / active EE | $16,623 | $11,627+43.0% | $10,411+59.7% | $6,713+147.6% |
| Admin fee / account holder | $63 | $15,397-99.6% | $12,826-99.5% | $11,407-99.5% |