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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 | $291,788 | $88,815+228.5% | $81,882+256.4% | $145,897+100.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.88% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $5,232 | $3,086+69.5% | $2,916+79.4% | $4,663+12.2% |
| Participant deferral / active EE | $12,170 | $4,647+161.9% | $4,323+181.5% | $6,689+81.9% |
| Admin fee / account holder | $24 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |