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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 | $812,302 | $165,399+391.1% | $149,745+442.5% | $158,982+410.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.27% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $4,179 | $5,105-18.1% | $4,646-10.1% | $4,763-12.3% |
| Participant deferral / active EE | $21,053 | $7,183+193.1% | $6,843+207.6% | $5,983+251.8% |
| Admin fee / account holder | $150 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |