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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 | $347,951 | $125,778+176.6% | $114,563+203.7% | $154,746+124.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.25% | 295.14%-280.9pp | 241.09%-226.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $27,300 | $2,806+873.0% | $2,592+953.2% | $4,379+523.4% |
| Participant deferral / active EE | $14,750 | $4,445+231.9% | $4,142+256.1% | $6,730+119.2% |
| Admin fee / account holder | $25 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |