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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 | $566,406 | $88,754+538.2% | $81,820+592.3% | $145,877+288.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1031.77%-1011.0pp | 777.93%-757.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $8,972 | $3,085+190.8% | $2,915+207.8% | $4,663+92.4% |
| Participant deferral / active EE | $29,050 | $4,648+525.1% | $4,323+572.0% | $6,691+334.2% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |