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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 | $680,300 | $111,814+508.4% | $93,654+626.4% | $145,959+366.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.38% | 203.30%-182.9pp | 133.34%-113.0pp | 561.95%-541.6pp |
| Employer contribution / active EE | $11,462 | $3,092+270.8% | $2,421+373.5% | $4,661+145.9% |
| Participant deferral / active EE | $12,800 | $4,914+160.5% | $4,413+190.1% | $6,689+91.4% |
| Admin fee / account holder | $22 | $10,246-99.8% | $8,282-99.7% | $13,398-99.8% |