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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 | $519,806 | $107,353+384.2% | $92,903+459.5% | $152,885+240.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.68% | 145.62%-121.9pp | 109.43%-85.8pp | 345.39%-321.7pp |
| Employer contribution / active EE | $15,264 | $4,222+261.5% | $3,653+317.8% | $4,763+220.5% |
| Participant deferral / active EE | $9,687 | $4,848+99.8% | $4,238+128.6% | $5,851+65.6% |
| Admin fee / account holder | $5 | $7,081-99.9% | $5,795-99.9% | $11,598-100.0% |