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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 | $453,827 | $103,393+338.9% | $87,103+421.0% | $152,909+196.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.68% | 28.10%-7.4pp | 28.19%-7.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $8,154 | $3,221+153.1% | $2,521+223.4% | $4,764+71.2% |
| Participant deferral / active EE | $5,953 | $4,778+24.6% | $4,049+47.0% | $5,851+1.7% |
| Admin fee / account holder | $60 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |