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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 | $553,077 | $183,592+201.3% | $155,567+255.5% | $145,959+278.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $11,606 | $5,315+118.4% | $4,674+148.3% | $4,661+149.0% |
| Participant deferral / active EE | $12,909 | $6,464+99.7% | $5,628+129.4% | $6,689+93.0% |
| Admin fee / account holder | $261 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |