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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 | $531,941 | $107,368+395.4% | $92,915+472.5% | $152,909+247.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.34% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $19,506 | $4,222+362.0% | $3,653+433.9% | $4,764+309.5% |
| Participant deferral / active EE | $10,127 | $4,848+108.9% | $4,238+139.0% | $5,851+73.1% |
| Admin fee / account holder | $43 | $7,082-99.4% | $5,796-99.3% | $11,601-99.6% |