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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 | $650,755 | $165,381+293.5% | $149,730+334.6% | $158,966+309.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.93% | 348.29%-322.4pp | 276.70%-250.8pp | 302.95%-277.0pp |
| Employer contribution / active EE | $5,031 | $5,104-1.4% | $4,645+8.3% | $4,762+5.6% |
| Participant deferral / active EE | $2,920 | $7,182-59.3% | $6,843-57.3% | $5,983-51.2% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |