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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 | $811,308 | $183,592+341.9% | $155,574+421.5% | $145,877+456.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.32% | 61.37%-2.1pp | 64.87%-5.5pp | 551.28%-492.0pp |
| Employer contribution / active EE | $13,441 | $5,317+152.8% | $4,676+187.5% | $4,663+188.2% |
| Participant deferral / active EE | $10,100 | $6,466+56.2% | $5,629+79.4% | $6,691+51.0% |
| Admin fee / account holder | $138 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |