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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 | $111,785+508.6% | $93,669+626.3% | $145,877+366.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.38% | 203.79%-183.4pp | 133.59%-113.2pp | 551.28%-530.9pp |
| Employer contribution / active EE | $11,462 | $3,096+270.2% | $2,424+372.9% | $4,663+145.8% |
| Participant deferral / active EE | $12,800 | $4,919+160.2% | $4,416+189.9% | $6,691+91.3% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |