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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 | $415,182 | $112,131+270.3% | $95,964+332.6% | $158,982+161.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.07% | 171.19%-154.1pp | 91.64%-74.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $11,000 | $3,199+243.9% | $2,541+332.8% | $4,763+131.0% |
| Participant deferral / active EE | $10,682 | $4,784+123.3% | $4,167+156.4% | $5,983+78.5% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |