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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 | $539,227 | $90,530+495.6% | $76,030+609.2% | $145,897+269.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 625.08%-609.3pp | 361.54%-345.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $14,633 | $3,319+340.8% | $2,688+444.5% | $4,663+213.8% |
| Participant deferral / active EE | $11,989 | $5,164+132.1% | $4,257+181.6% | $6,689+79.2% |
| Admin fee / account holder | $8 | $8,383-99.9% | $6,421-99.9% | $13,390-99.9% |