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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 | $183,592+230.2% | $155,567+289.7% | $145,959+315.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.87% | 61.24%-35.4pp | 64.74%-38.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,674+884.1% | $4,661+887.0% |
| Participant deferral / active EE | $30,364 | $6,464+369.7% | $5,628+439.5% | $6,689+354.0% |
| Admin fee / account holder | $50 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |