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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 | $664,140 | $157,304+322.2% | $141,197+370.4% | $152,909+334.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 73.91% | 64.34%+9.6pp | 71.41%+2.5pp | 345.46%-271.6pp |
| Employer contribution / active EE | $4,139 | $5,263-21.4% | $4,736-12.6% | $4,764-13.1% |
| Participant deferral / active EE | $16,671 | $7,111+134.4% | $6,710+148.4% | $5,851+184.9% |
| Admin fee / account holder | $135 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |