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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 | $368,700 | $144,130+155.8% | $117,860+212.8% | $147,585+149.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.02% | 531.20%-509.2pp | 335.10%-313.1pp | 578.58%-556.6pp |
| Employer contribution / active EE | $2,321 | $4,897-52.6% | $3,786-38.7% | $4,876-52.4% |
| Participant deferral / active EE | $9,321 | $5,316+75.3% | $4,482+108.0% | $5,439+71.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |