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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 | $655,265 | $185,883+252.5% | $170,043+285.4% | $139,466+369.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.55% | 60.54%-29.0pp | 53.40%-21.9pp | 373.66%-342.1pp |
| Employer contribution / active EE | $6,659 | $7,596-12.3% | $6,790-1.9% | $4,754+40.1% |
| Participant deferral / active EE | $23,593 | $11,626+102.9% | $10,410+126.6% | $6,712+251.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |