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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 | $383,134 | $175,259+118.6% | $149,723+155.9% | $139,487+174.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $19,195 | $5,478+250.4% | $4,821+298.1% | $4,755+303.7% |
| Participant deferral / active EE | $18,650 | $6,522+186.0% | $5,682+228.2% | $6,713+177.8% |
| Admin fee / account holder | $250 | $16,158-98.5% | $13,215-98.1% | $11,407-97.8% |