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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 | $879,959 | $223,823+293.2% | $211,142+316.8% | $154,746+468.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.55% | 50.39%-37.8pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $38,000 | $6,787+459.9% | $6,442+489.9% | $4,379+767.8% |
| Participant deferral / active EE | $26,625 | $9,750+173.1% | $9,284+186.8% | $6,730+295.6% |
| Admin fee / account holder | $272 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |