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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 | $397,717 | $150,197+164.8% | $120,368+230.4% | $145,959+172.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.66% | 154.26%-134.6pp | 107.26%-87.6pp | 561.95%-542.3pp |
| Employer contribution / active EE | $25,728 | $4,350+491.4% | $3,465+642.6% | $4,661+452.0% |
| Participant deferral / active EE | $6,770 | $6,174+9.7% | $4,991+35.6% | $6,689+1.2% |
| Admin fee / account holder | $98 | $12,216-99.2% | $9,429-99.0% | $13,398-99.3% |