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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 | $298,826 | $73,546+306.3% | $63,018+374.2% | $147,586+102.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.95% | 175.56%-156.6pp | 87.62%-68.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $4,998 | $3,324+50.4% | $2,761+81.0% | $4,876+2.5% |
| Participant deferral / active EE | $6,621 | $4,185+58.2% | $3,330+98.9% | $5,439+21.7% |
| Admin fee / account holder | $25 | $5,956-99.6% | $3,601-99.3% | $10,886-99.8% |