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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 | $486,059 | $111,785+334.8% | $93,669+418.9% | $145,877+233.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.98% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $7,292 | $3,096+135.5% | $2,424+200.9% | $4,663+56.4% |
| Participant deferral / active EE | $20,333 | $4,919+313.4% | $4,416+360.5% | $6,691+203.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |