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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 | $573,730 | $165,381+246.9% | $149,730+283.2% | $158,966+260.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.74% | 348.29%-320.6pp | 276.70%-249.0pp | 302.95%-275.2pp |
| Employer contribution / active EE | $12,500 | $5,104+144.9% | $4,645+169.1% | $4,762+162.5% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $200 | $10,809-98.2% | $9,310-97.9% | $11,250-98.2% |