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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 | $932,606 | $209,422+345.3% | $178,503+422.5% | $158,982+486.6% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 18.06% | 188.81%-170.8pp | 151.12%-133.1pp | 302.99%-284.9pp |
| Employer contribution / active EE | $11,614 | $5,707+103.5% | $5,011+131.8% | $4,763+143.8% |
| Participant deferral / active EE | $7,707 | $5,955+29.4% | $5,202+48.1% | $5,983+28.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |