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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 | $754,328 | $132,634+468.7% | $115,768+551.6% | $137,256+449.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 42.30% | 160.70%-118.4pp | 100.46%-58.2pp | 220.34%-178.0pp |
| Employer contribution / active EE | $2,600 | $3,360-22.6% | $2,940-11.6% | $4,156-37.4% |
| Participant deferral / active EE | $2,600 | $5,619-53.7% | $4,917-47.1% | $6,407-59.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |