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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 | $906,281 | $209,422+332.8% | $178,503+407.7% | $158,982+470.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 51.20% | 188.81%-137.6pp | 151.12%-99.9pp | 302.99%-251.8pp |
| Employer contribution / active EE | $9,324 | $5,707+63.4% | $5,011+86.1% | $4,763+95.8% |
| Participant deferral / active EE | $11,787 | $5,955+97.9% | $5,202+126.6% | $5,983+97.0% |
| Admin fee / account holder | $46 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |