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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 | $273,456 | $73,421+272.5% | $66,439+311.6% | $155,188+76.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 14.81% | 1382.37%-1367.6pp | 757.66%-742.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $9,216 | $3,039+203.3% | $2,637+249.5% | $4,248+117.0% |
| Participant deferral / active EE | $11,447 | $4,680+144.6% | $3,876+195.3% | $6,531+75.3% |
| Admin fee / account holder | $170 | $8,856-98.1% | $6,173-97.2% | $14,480-98.8% |