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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 | $935,558 | $127,790+632.1% | $106,555+778.0% | $167,536+458.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.19% | 33.88%-11.7pp | 26.80%-4.6pp | 478.82%-456.6pp |
| Employer contribution / active EE | $30,737 | $3,428+796.7% | $2,819+990.2% | $4,839+535.2% |
| Participant deferral / active EE | $13,000 | $5,088+155.5% | $4,399+195.5% | $6,342+105.0% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |