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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 | $369,876 | $96,691+282.5% | $86,656+326.8% | $139,487+165.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.20% | 106.87%-80.7pp | 593.09%-566.9pp | 373.84%-347.6pp |
| Employer contribution / active EE | $9,623 | $3,267+194.6% | $3,025+218.1% | $4,755+102.4% |
| Participant deferral / active EE | $10,627 | $4,838+119.7% | $4,439+139.4% | $6,713+58.3% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |