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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 | $574,611 | $217,427+164.3% | $185,837+209.2% | $167,518+243.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.11% | 148.39%-135.3pp | 122.08%-109.0pp | 478.71%-465.6pp |
| Employer contribution / active EE | $15,690 | $5,874+167.1% | $5,168+203.6% | $4,838+224.3% |
| Participant deferral / active EE | $2,800 | $6,357-56.0% | $5,568-49.7% | $6,342-55.9% |
| Admin fee / account holder | $25 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |