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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 | $782,835 | $197,625+296.1% | $177,840+340.2% | $158,966+392.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.89% | 58.76%-46.9pp | 48.32%-36.4pp | 302.95%-291.1pp |
| Employer contribution / active EE | $11,262 | $6,698+68.1% | $5,919+90.3% | $4,762+136.5% |
| Participant deferral / active EE | $7,429 | $8,405-11.6% | $7,714-3.7% | $5,983+24.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |