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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 | $717,225 | $166,089+331.8% | $164,928+334.9% | $145,978+391.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.20% | 100.26%-83.1pp | 70.08%-52.9pp | 550.52%-533.3pp |
| Employer contribution / active EE | $25,326 | $5,276+380.0% | $4,343+483.1% | $4,662+443.3% |
| Participant deferral / active EE | $17,532 | $6,961+151.8% | $6,034+190.6% | $6,690+162.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |