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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 | $339,523 | $96,691+251.1% | $86,656+291.8% | $139,487+143.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.18% | 106.87%-78.7pp | 593.09%-564.9pp | 373.84%-345.7pp |
| Employer contribution / active EE | $4,209 | $3,267+28.8% | $3,025+39.1% | $4,755-11.5% |
| Participant deferral / active EE | $16,348 | $4,838+237.9% | $4,439+268.3% | $6,713+143.5% |
| Admin fee / account holder | $99 | $6,414-98.5% | $5,619-98.2% | $11,407-99.1% |