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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 | $1,348,061 | $176,105+665.5% | $159,474+745.3% | $167,536+704.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.05% | 331.91%-308.9pp | 263.68%-240.6pp | 478.82%-455.8pp |
| Employer contribution / active EE | $25,536 | $5,299+381.9% | $4,831+428.6% | $4,839+427.7% |
| Participant deferral / active EE | $5,473 | $7,751-29.4% | $7,353-25.6% | $6,342-13.7% |
| Admin fee / account holder | $26 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |