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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 | $88,778+228.7% | $81,844+256.5% | $145,884+100.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.88% | 1033.03%-1014.2pp | 778.87%-760.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $5,232 | $3,087+69.5% | $2,916+79.4% | $4,662+12.2% |
| Participant deferral / active EE | $12,170 | $4,648+161.8% | $4,323+181.5% | $6,690+81.9% |
| Admin fee / account holder | $24 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |