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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 | $808,616 | $106,247+661.1% | $96,515+737.8% | $139,466+479.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.85% | 38.47%-23.6pp | 35.73%-20.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $27,427 | $4,106+568.0% | $3,740+633.4% | $4,754+476.9% |
| Participant deferral / active EE | $7,605 | $5,456+39.4% | $4,880+55.9% | $6,712+13.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |