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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 | $562,523 | $183,592+206.4% | $155,574+261.6% | $145,877+285.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.69% | 61.37%-27.7pp | 64.87%-31.2pp | 551.28%-517.6pp |
| Employer contribution / active EE | $3,589 | $5,317-32.5% | $4,676-23.2% | $4,663-23.0% |
| Participant deferral / active EE | $13,975 | $6,466+116.1% | $5,629+148.3% | $6,691+108.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |