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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 | $914,534 | $152,527+499.6% | $117,490+678.4% | $134,493+580.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 7.46% | 53.00%-45.5pp | 29.75%-22.3pp | 418.01%-410.6pp |
| Employer contribution / active EE | $4,905 | $5,572-12.0% | $4,177+17.4% | $4,740+3.5% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,005-100.0% | $5,646-100.0% | $11,425-100.0% |