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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 | $772,984 | $132,634+482.8% | $115,768+567.7% | $137,256+463.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.32% | 160.70%-143.4pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,947 | $3,360-12.3% | $2,940+0.2% | $4,156-29.1% |
| Participant deferral / active EE | $7,107 | $5,619+26.5% | $4,917+44.5% | $6,407+10.9% |
| Admin fee / account holder | $115 | $15,028-99.2% | $12,439-99.1% | $12,270-99.1% |