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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 | $465,251 | $101,618+357.8% | $93,063+399.9% | $137,256+239.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 49.34% | 223.95%-174.6pp | 34.15%+15.2pp | 220.34%-171.0pp |
| Employer contribution / active EE | $13,010 | $2,707+380.6% | $2,476+425.4% | $4,156+213.0% |
| Participant deferral / active EE | $8,437 | $4,279+97.2% | $3,958+113.2% | $6,407+31.7% |
| Admin fee / account holder | $21 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |