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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 | $641,472 | $185,883+245.1% | $170,043+277.2% | $139,466+359.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.85% | 60.54%-34.7pp | 53.40%-27.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $23,377 | $7,596+207.7% | $6,790+244.3% | $4,754+391.7% |
| Participant deferral / active EE | $20,867 | $11,626+79.5% | $10,410+100.4% | $6,712+210.9% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |