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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 | $825,868 | $105,160+685.3% | $94,679+772.3% | $139,456+492.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.93% | 38.04%-20.1pp | 156.75%-138.8pp | 373.45%-355.5pp |
| Employer contribution / active EE | $26,100 | $4,107+535.5% | $3,673+610.6% | $4,753+449.2% |
| Participant deferral / active EE | $21,725 | $7,599+185.9% | $7,417+192.9% | $6,711+223.7% |
| Admin fee / account holder | $266 | $8,988-97.0% | $7,233-96.3% | $11,407-97.7% |