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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 | $919,452 | $202,463+354.1% | $169,397+442.8% | $139,487+559.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 532.64%-518.1pp | 406.23%-391.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $46,522 | $4,694+891.1% | $4,013+1059.3% | $4,755+878.4% |
| Participant deferral / active EE | $22,500 | $6,941+224.2% | $6,223+261.6% | $6,713+235.2% |
| Admin fee / account holder | $45 | $10,726-99.6% | $9,017-99.5% | $11,407-99.6% |