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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 | $667,262 | $185,905+258.9% | $170,057+292.4% | $139,487+378.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.96% | 60.56%-47.6pp | 53.42%-40.5pp | 373.84%-360.9pp |
| Employer contribution / active EE | $12,783 | $7,597+68.3% | $6,790+88.2% | $4,755+168.8% |
| Participant deferral / active EE | $12,626 | $11,627+8.6% | $10,411+21.3% | $6,713+88.1% |
| Admin fee / account holder | $95 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |