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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 | $895,704 | $197,625+353.2% | $177,840+403.7% | $158,966+463.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.89% | 58.76%-45.9pp | 48.32%-35.4pp | 302.95%-290.1pp |
| Employer contribution / active EE | $24,584 | $6,698+267.0% | $5,919+315.4% | $4,762+416.2% |
| Participant deferral / active EE | $12,072 | $8,405+43.6% | $7,714+56.5% | $5,983+101.8% |
| Admin fee / account holder | $109 | $15,405-99.3% | $12,431-99.1% | $11,250-99.0% |