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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 | $606,275 | $183,539+230.3% | $155,556+289.7% | $145,897+315.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.87% | 61.31%-35.4pp | 64.84%-39.0pp | 552.29%-526.4pp |
| Employer contribution / active EE | $46,000 | $5,315+765.4% | $4,675+883.9% | $4,663+886.6% |
| Participant deferral / active EE | $30,364 | $6,467+369.5% | $5,631+439.2% | $6,689+353.9% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |