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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 | $844,672 | $150,435+461.5% | $120,580+600.5% | $145,897+478.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 154.60%-140.5pp | 107.48%-93.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $20,644 | $4,352+374.3% | $3,469+495.0% | $4,663+342.8% |
| Participant deferral / active EE | $15,250 | $6,174+147.0% | $4,995+205.3% | $6,689+128.0% |
| Admin fee / account holder | $24 | $12,182-99.8% | $9,418-99.7% | $13,390-99.8% |