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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 | $321,628 | $111,830+187.6% | $93,696+243.3% | $145,884+120.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.26% | 204.08%-189.8pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $17,820 | $3,093+476.1% | $2,422+635.8% | $4,662+282.2% |
| Participant deferral / active EE | $11,336 | $4,920+130.4% | $4,417+156.6% | $6,690+69.4% |
| Admin fee / account holder | $72 | $10,249-99.3% | $8,287-99.1% | $13,392-99.5% |