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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 | $330,666 | $99,031+233.9% | $86,597+281.8% | $147,585+124.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1312.56%-1295.7pp | 964.96%-948.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $8,066 | $3,132+157.5% | $2,840+184.1% | $4,876+65.4% |
| Participant deferral / active EE | $11,745 | $3,972+195.7% | $3,609+225.5% | $5,439+116.0% |
| Admin fee / account holder | $19 | $5,711-99.7% | $4,906-99.6% | $10,885-99.8% |