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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 | $833,891 | $183,516+354.4% | $155,534+436.1% | $145,884+471.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.33% | 61.43%-35.1pp | 64.92%-38.6pp | 551.85%-525.5pp |
| Employer contribution / active EE | $2,319 | $5,315-56.4% | $4,675-50.4% | $4,662-50.3% |
| Participant deferral / active EE | $2,400 | $6,467-62.9% | $5,630-57.4% | $6,690-64.1% |
| Admin fee / account holder | $80 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |