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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 | $553,077 | $183,539+201.3% | $155,556+255.5% | $145,897+279.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $11,606 | $5,315+118.4% | $4,675+148.2% | $4,663+148.9% |
| Participant deferral / active EE | $12,909 | $6,467+99.6% | $5,631+129.2% | $6,689+93.0% |
| Admin fee / account holder | $261 | $19,275-98.6% | $15,885-98.4% | $13,390-98.1% |