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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 | $333,668 | $114,130+192.4% | $96,192+246.9% | $167,553+99.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.58% | 190.07%-173.5pp | 192.09%-175.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $7,282 | $3,431+112.3% | $2,799+160.1% | $4,840+50.5% |
| Participant deferral / active EE | $11,733 | $5,198+125.7% | $4,351+169.7% | $6,343+85.0% |
| Admin fee / account holder | $8 | $6,901-99.9% | $5,539-99.9% | $12,316-99.9% |