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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 | $794,003 | $152,619+420.3% | $125,195+534.2% | $152,909+419.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.27% | 54.85%-36.6pp | 43.79%-25.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $18,500 | $4,947+273.9% | $3,866+378.5% | $4,764+288.3% |
| Participant deferral / active EE | $12,500 | $5,869+113.0% | $4,937+153.2% | $5,851+113.6% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |