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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 | $463,708 | $72,071+543.4% | $68,368+578.3% | $137,256+237.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.40% | 353.14%-329.7pp | 292.57%-269.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $24,855 | $2,788+791.5% | $2,649+838.3% | $4,156+498.0% |
| Participant deferral / active EE | $17,610 | $4,410+299.3% | $4,123+327.1% | $6,407+174.9% |
| Admin fee / account holder | $177 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |