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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 | $518,540 | $150,435+244.7% | $120,580+330.0% | $145,897+255.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 23.03% | 154.60%-131.6pp | 107.48%-84.5pp | 552.29%-529.3pp |
| Employer contribution / active EE | $5,830 | $4,352+34.0% | $3,469+68.1% | $4,663+25.0% |
| Participant deferral / active EE | $20,293 | $6,174+228.7% | $4,995+306.2% | $6,689+203.4% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |