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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 | $376,404 | $95,975+292.2% | $74,549+404.9% | $135,379+178.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 275.87% | 56.96%+218.9pp | 32.53%+243.3pp | 519.79%-243.9pp |
| Employer contribution / active EE | $10,309 | $2,716+279.5% | $1,961+425.7% | $4,779+115.7% |
| Participant deferral / active EE | $12,289 | $3,844+219.7% | $3,108+295.4% | $5,609+119.1% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,059-99.8% | $10,828-99.9% |