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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 | $848,962 | $157,296+439.7% | $141,191+501.3% | $152,897+455.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.52% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $26,428 | $5,262+402.2% | $4,736+458.0% | $4,764+454.8% |
| Participant deferral / active EE | $17,076 | $7,111+140.1% | $6,710+154.5% | $5,851+191.8% |
| Admin fee / account holder | $25 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |