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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 | $434,536 | $198,462+119.0% | $170,439+155.0% | $147,585+194.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.98% | 257.30%-237.3pp | 205.94%-186.0pp | 578.58%-558.6pp |
| Employer contribution / active EE | $15,116 | $6,184+144.4% | $5,433+178.2% | $4,876+210.0% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $59 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |