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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 | $306,677 | $125,778+143.8% | $114,563+167.7% | $154,746+98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.12% | 295.14%-278.0pp | 241.09%-224.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $8,719 | $2,806+210.7% | $2,592+236.4% | $4,379+99.1% |
| Participant deferral / active EE | $20,634 | $4,445+364.3% | $4,142+398.2% | $6,730+206.6% |
| Admin fee / account holder | $60 | $8,190-99.3% | $7,623-99.2% | $14,365-99.6% |