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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 | $729,971 | $208,088+250.8% | $186,193+292.1% | $154,746+371.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.83% | 89.97%-73.1pp | 78.03%-61.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $16,693 | $4,340+284.6% | $3,918+326.0% | $4,379+281.2% |
| Participant deferral / active EE | $10,972 | $7,078+55.0% | $6,513+68.5% | $6,730+63.0% |
| Admin fee / account holder | $9 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |