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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 | $363,306 | $165,399+119.7% | $149,745+142.6% | $158,982+128.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $24,825 | $5,105+386.3% | $4,646+434.4% | $4,763+421.2% |
| Participant deferral / active EE | $12,500 | $7,183+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |