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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 | $768,758 | $154,754+396.8% | $124,206+518.9% | $138,895+453.5% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 17.75% | 709.28%-691.5pp | 515.27%-497.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $9,667 | $4,446+117.4% | $3,540+173.1% | $4,194+130.5% |
| Participant deferral / active EE | $10,333 | $4,621+123.6% | $3,968+160.4% | $6,396+61.6% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |