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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 | $668,700 | $148,629+349.9% | $135,982+391.8% | $139,487+379.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.76% | 79.33%-56.6pp | 68.32%-45.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $7,391 | $5,247+40.9% | $4,859+52.1% | $4,755+55.4% |
| Participant deferral / active EE | $20,400 | $8,102+151.8% | $7,760+162.9% | $6,713+203.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |