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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 | $616,651 | $96,643+538.1% | $86,617+611.9% | $139,456+342.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.82% | 106.57%-87.7pp | 591.91%-573.1pp | 373.45%-354.6pp |
| Employer contribution / active EE | $18,766 | $3,264+474.9% | $3,023+520.7% | $4,753+294.8% |
| Participant deferral / active EE | $21,011 | $4,835+334.5% | $4,437+373.5% | $6,711+213.1% |
| Admin fee / account holder | $45 | $6,406-99.3% | $5,613-99.2% | $11,407-99.6% |