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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 | $680,715 | $183,592+270.8% | $155,567+337.6% | $145,959+366.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,894 | $5,315-45.5% | $4,674-38.1% | $4,661-37.9% |
| Participant deferral / active EE | $7,202 | $6,464+11.4% | $5,628+28.0% | $6,689+7.7% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |