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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 | $670,300 | $226,105+196.5% | $182,540+267.2% | $152,897+338.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.92% | 192.58%-171.7pp | 148.58%-127.7pp | 345.43%-324.5pp |
| Employer contribution / active EE | $5,636 | $4,978+13.2% | $4,076+38.3% | $4,764+18.3% |
| Participant deferral / active EE | $12,500 | $6,370+96.2% | $5,525+126.2% | $5,851+113.6% |
| Admin fee / account holder | $62 | $10,706-99.4% | $8,593-99.3% | $11,599-99.5% |