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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 | $294,306 | $125,237+135.0% | $105,608+178.7% | $145,877+101.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 225.76%-211.4pp | 116.50%-102.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,427 | $3,720+72.7% | $3,167+102.9% | $4,663+37.8% |
| Participant deferral / active EE | $23,066 | $5,711+303.9% | $5,010+360.4% | $6,691+244.8% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |