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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 | $593,283 | $217,432+172.9% | $185,851+219.2% | $167,553+254.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.28% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $10,141 | $5,874+72.6% | $5,168+96.2% | $4,840+109.5% |
| Participant deferral / active EE | $8,301 | $6,357+30.6% | $5,569+49.1% | $6,343+30.9% |
| Admin fee / account holder | $272 | $19,820-98.6% | $16,245-98.3% | $12,316-97.8% |