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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 | $916,026 | $157,304+482.3% | $141,197+548.8% | $152,909+499.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.18% | 64.34%-48.2pp | 71.41%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $9,273 | $5,263+76.2% | $4,736+95.8% | $4,764+94.7% |
| Participant deferral / active EE | $20,400 | $7,111+186.9% | $6,710+204.0% | $5,851+248.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |