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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 | $277,247 | $96,691+186.7% | $86,656+219.9% | $139,487+98.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.45% | 106.87%-91.4pp | 593.09%-577.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $13,908 | $3,267+325.7% | $3,025+359.7% | $4,755+192.5% |
| Participant deferral / active EE | $8,989 | $4,838+85.8% | $4,439+102.5% | $6,713+33.9% |
| Admin fee / account holder | $136 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |