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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 | $132,099+485.2% | $115,599+568.7% | $138,895+456.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.32% | 176.76%-159.4pp | 111.10%-93.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,947 | $3,416-13.7% | $2,955-0.3% | $4,194-29.7% |
| Participant deferral / active EE | $7,107 | $5,617+26.5% | $4,889+45.3% | $6,396+11.1% |
| Admin fee / account holder | $115 | $15,650-99.3% | $12,841-99.1% | $12,562-99.1% |