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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 | $269,906 | $109,411+146.7% | $89,435+201.8% | $158,982+69.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.04% | 345.68%-323.6pp | 245.55%-223.5pp | 302.99%-280.9pp |
| Employer contribution / active EE | $6,954 | $3,173+119.2% | $2,587+168.8% | $4,763+46.0% |
| Participant deferral / active EE | $11,361 | $4,600+147.0% | $3,890+192.0% | $5,983+89.9% |
| Admin fee / account holder | $2 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |