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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 | $590,290 | $107,368+449.8% | $92,915+535.3% | $152,909+286.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.79% | 145.64%-117.9pp | 109.45%-81.7pp | 345.46%-317.7pp |
| Employer contribution / active EE | $4,000 | $4,222-5.3% | $3,653+9.5% | $4,764-16.0% |
| Participant deferral / active EE | $19,979 | $4,848+312.1% | $4,238+371.4% | $5,851+241.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |