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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 | $714,337 | $197,594+261.5% | $177,822+301.7% | $158,931+349.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.51% | 58.76%-37.3pp | 48.32%-26.8pp | 302.86%-281.4pp |
| Employer contribution / active EE | $15,853 | $6,697+136.7% | $5,918+167.9% | $4,761+232.9% |
| Participant deferral / active EE | $13,483 | $8,405+60.4% | $7,714+74.8% | $5,982+125.4% |
| Admin fee / account holder | $15 | $15,400-99.9% | $12,428-99.9% | $11,247-99.9% |