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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 | $785,736 | $217,432+261.4% | $185,849+322.8% | $167,536+369.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.95% | 148.42%-124.5pp | 122.10%-98.1pp | 478.82%-454.9pp |
| Employer contribution / active EE | $3,190 | $5,875-45.7% | $5,169-38.3% | $4,839-34.1% |
| Participant deferral / active EE | $3,310 | $6,357-47.9% | $5,569-40.6% | $6,342-47.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |