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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 | $633,692 | $160,040+296.0% | $147,096+330.8% | $145,877+334.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 98.49%-75.4pp | 419.75%-396.6pp | 551.28%-528.2pp |
| Employer contribution / active EE | $4,679 | $5,289-11.5% | $4,936-5.2% | $4,663+0.3% |
| Participant deferral / active EE | $22,346 | $8,429+165.1% | $8,071+176.9% | $6,691+234.0% |
| Admin fee / account holder | $238 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |