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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 | $285,081 | $149,040+91.3% | $120,225+137.1% | $137,256+107.7% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 13.33% | 605.68%-592.4pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $14,401 | $4,350+231.0% | $3,475+314.4% | $4,156+246.5% |
| Participant deferral / active EE | $13,625 | $4,655+192.7% | $3,999+240.7% | $6,407+112.7% |
| Admin fee / account holder | $10 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |