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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 | $731,603 | $169,336+332.0% | $129,384+465.5% | $145,884+401.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 16.07% | 14408.70%-14392.6pp | 9461.77%-9445.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $16,556 | $5,540+198.8% | $4,153+298.6% | $4,662+255.1% |
| Participant deferral / active EE | $7,667 | $4,985+53.8% | $4,166+84.0% | $6,690+14.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |