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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 | $641,604 | $88,815+622.4% | $81,882+683.6% | $145,897+339.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.73% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $10,361 | $3,086+235.7% | $2,916+255.3% | $4,663+122.2% |
| Participant deferral / active EE | $19,766 | $4,647+325.3% | $4,323+357.2% | $6,689+195.5% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |