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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 | $545,725 | $108,911+401.1% | $100,392+443.6% | $145,884+274.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.92% | 58.23%-41.3pp | 49.45%-32.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $38,012 | $4,420+760.0% | $3,941+864.4% | $4,662+715.3% |
| Participant deferral / active EE | $19,722 | $8,459+133.1% | $8,090+143.8% | $6,690+194.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |