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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 | $627,781 | $183,539+242.0% | $155,556+303.6% | $145,897+330.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $40,118 | $5,315+654.8% | $4,675+758.0% | $4,663+760.4% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,631-33.4% | $6,689-43.9% |
| Admin fee / account holder | $68 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |