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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 | $298,818 | $111,787+167.3% | $93,681+219.0% | $145,978+104.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.13% | 203.52%-195.4pp | 133.47%-125.3pp | 550.52%-542.4pp |
| Employer contribution / active EE | $5,600 | $3,093+81.0% | $2,422+131.2% | $4,662+20.1% |
| Participant deferral / active EE | $18,553 | $4,918+277.3% | $4,415+320.2% | $6,690+177.3% |
| Admin fee / account holder | $5 | $10,256-100.0% | $8,290-99.9% | $13,400-100.0% |