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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 | $558,637 | $106,003+427.0% | $92,236+505.7% | $147,585+278.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.63% | 50.05%-34.4pp | 176.29%-160.7pp | 578.57%-562.9pp |
| Employer contribution / active EE | $9,890 | $4,333+128.3% | $3,679+168.8% | $4,876+102.8% |
| Participant deferral / active EE | $12,724 | $4,478+184.1% | $3,897+226.5% | $5,439+134.0% |
| Admin fee / account holder | $5 | $6,333-99.9% | $5,194-99.9% | $10,885-99.9% |