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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 | $685,639 | $157,276+335.9% | $141,177+385.7% | $152,885+348.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.19% | 64.33%-47.1pp | 71.40%-54.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $47,862 | $5,262+809.6% | $4,736+910.7% | $4,763+904.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |