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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 | $150,346+164.5% | $120,524+230.0% | $145,877+172.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.66% | 154.40%-134.7pp | 107.36%-87.7pp | 551.28%-531.6pp |
| Employer contribution / active EE | $25,728 | $4,353+491.0% | $3,469+641.7% | $4,663+451.7% |
| Participant deferral / active EE | $6,770 | $6,172+9.7% | $4,994+35.6% | $6,691+1.2% |
| Admin fee / account holder | $98 | $12,215-99.2% | $9,440-99.0% | $13,402-99.3% |