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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 | $625,828 | $185,856+236.7% | $170,028+268.1% | $139,456+348.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.13% | 60.52%-35.4pp | 53.39%-28.3pp | 373.45%-348.3pp |
| Employer contribution / active EE | $20,234 | $7,593+166.5% | $6,788+198.1% | $4,753+325.7% |
| Participant deferral / active EE | $16,611 | $11,623+42.9% | $10,409+59.6% | $6,711+147.5% |
| Admin fee / account holder | $292 | $15,387-98.1% | $12,820-97.7% | $11,407-97.4% |