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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 | $607,041 | $211,224+187.4% | $178,505+240.1% | $145,897+316.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.84% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.5pp |
| Employer contribution / active EE | $13,532 | $4,577+195.7% | $3,955+242.1% | $4,663+190.2% |
| Participant deferral / active EE | $8,386 | $6,966+20.4% | $6,280+33.5% | $6,689+25.4% |
| Admin fee / account holder | $9 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |