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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 | $519,954 | $157,296+230.6% | $141,191+268.3% | $152,897+240.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $9,763 | $5,262+85.5% | $4,736+106.1% | $4,764+105.0% |
| Participant deferral / active EE | $6,928 | $7,111-2.6% | $6,710+3.3% | $5,851+18.4% |
| Admin fee / account holder | $1 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |