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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 | $653,756 | $183,592+256.1% | $155,574+320.2% | $145,877+348.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.18% | 61.37%-26.2pp | 64.87%-29.7pp | 551.28%-516.1pp |
| Employer contribution / active EE | $3,550 | $5,317-33.2% | $4,676-24.1% | $4,663-23.9% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |