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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 | $364,203 | $96,419+277.7% | $80,648+351.6% | $139,487+161.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 1352.86%-1331.3pp | 937.21%-915.6pp | 373.84%-352.3pp |
| Employer contribution / active EE | $6,745 | $3,261+106.8% | $2,724+147.6% | $4,755+41.8% |
| Participant deferral / active EE | $12,600 | $5,225+141.1% | $4,443+183.6% | $6,713+87.7% |
| Admin fee / account holder | $8 | $6,605-99.9% | $5,382-99.9% | $11,407-99.9% |