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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 | $530,809 | $125,778+322.0% | $114,563+363.3% | $154,746+243.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.04% | 295.14%-282.1pp | 241.09%-228.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $14,895 | $2,806+430.8% | $2,592+474.6% | $4,379+240.1% |
| Participant deferral / active EE | $9,562 | $4,445+115.1% | $4,142+130.9% | $6,730+42.1% |
| Admin fee / account holder | $22 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |