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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 | $746,462 | $114,119+554.1% | $107,187+596.4% | $138,895+437.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 23.39% | 273.21%-249.8pp | 204.55%-181.2pp | 145.39%-122.0pp |
| Employer contribution / active EE | $28,576 | $4,059+604.0% | $3,782+655.5% | $4,194+581.3% |
| Participant deferral / active EE | $30,240 | $5,538+446.1% | $5,096+493.4% | $6,396+372.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |