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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 | $537,787 | $165,361+225.2% | $149,715+259.2% | $158,950+238.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.61% | 348.24%-329.6pp | 276.66%-258.1pp | 302.91%-284.3pp |
| Employer contribution / active EE | $14,385 | $5,103+181.9% | $4,645+209.7% | $4,762+202.1% |
| Participant deferral / active EE | $9,467 | $7,182+31.8% | $6,842+38.4% | $5,983+58.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |