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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 | $428,376 | $144,130+197.2% | $117,860+263.5% | $147,585+190.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.98% | 531.20%-517.2pp | 335.10%-321.1pp | 578.58%-564.6pp |
| Employer contribution / active EE | $15,000 | $4,897+206.3% | $3,786+296.2% | $4,876+207.6% |
| Participant deferral / active EE | $14,759 | $5,316+177.6% | $4,482+229.3% | $5,439+171.4% |
| Admin fee / account holder | $18 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |