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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 | $701,876 | $97,761+618.0% | $83,850+737.1% | $135,382+418.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.19% | 1287.44%-1281.3pp | 850.92%-844.7pp | 519.77%-513.6pp |
| Employer contribution / active EE | $1,607 | $4,222-61.9% | $3,631-55.7% | $4,779-66.4% |
| Participant deferral / active EE | $8,167 | $4,682+74.4% | $4,082+100.1% | $5,609+45.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |