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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 | $608,770 | $111,785+444.6% | $93,669+549.9% | $145,877+317.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.23% | 203.79%-179.6pp | 133.59%-109.4pp | 551.28%-527.1pp |
| Employer contribution / active EE | $5,172 | $3,096+67.1% | $2,424+113.4% | $4,663+10.9% |
| Participant deferral / active EE | $16,101 | $4,919+227.4% | $4,416+264.6% | $6,691+140.7% |
| Admin fee / account holder | $33 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |