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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 | $401,782 | $111,830+259.3% | $93,696+328.8% | $145,884+175.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.31% | 204.08%-193.8pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,095 | $3,093-32.3% | $2,422-13.5% | $4,662-55.1% |
| Participant deferral / active EE | $6,369 | $4,920+29.5% | $4,417+44.2% | $6,690-4.8% |
| Admin fee / account holder | $25 | $10,249-99.8% | $8,287-99.7% | $13,392-99.8% |