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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 | $396,077 | $144,130+174.8% | $117,860+236.1% | $147,585+168.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.00% | 531.20%-522.2pp | 335.10%-326.1pp | 578.58%-569.6pp |
| Employer contribution / active EE | $19,825 | $4,897+304.8% | $3,786+423.6% | $4,876+306.5% |
| Participant deferral / active EE | $13,286 | $5,316+149.9% | $4,482+196.4% | $5,439+144.3% |
| Admin fee / account holder | $268 | $10,887-97.5% | $8,021-96.7% | $10,886-97.5% |