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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 | $589,442 | $165,399+256.4% | $149,745+293.6% | $158,982+270.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.65% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $8,000 | $5,105+56.7% | $4,646+72.2% | $4,763+68.0% |
| Participant deferral / active EE | $20,633 | $7,183+187.3% | $6,843+201.5% | $5,983+244.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |