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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 | $840,256 | $183,627+357.6% | $155,602+440.0% | $145,978+475.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $10,840 | $5,316+103.9% | $4,675+131.9% | $4,662+132.5% |
| Participant deferral / active EE | $13,160 | $6,466+103.5% | $5,629+133.8% | $6,690+96.7% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |