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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 | $819,833 | $132,634+518.1% | $115,768+608.2% | $137,256+497.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.94% | 160.70%-146.8pp | 100.46%-86.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,656 | $3,360-20.9% | $2,940-9.6% | $4,156-36.1% |
| Participant deferral / active EE | $19,750 | $5,619+251.5% | $4,917+301.7% | $6,407+208.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |