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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 | $382,295 | $144,124+165.3% | $117,857+224.4% | $147,585+159.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.41% | 531.17%-516.8pp | 335.09%-320.7pp | 578.56%-564.2pp |
| Employer contribution / active EE | $23,111 | $4,897+372.0% | $3,786+510.4% | $4,876+373.9% |
| Participant deferral / active EE | $16,283 | $5,316+206.3% | $4,482+263.3% | $5,439+199.4% |
| Admin fee / account holder | $24 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |