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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 | $316,144 | $102,595+208.1% | $94,057+236.1% | $154,746+104.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.80% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $30,336 | $3,147+863.9% | $2,933+934.3% | $4,379+592.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $207 | $7,736-97.3% | $7,244-97.1% | $14,365-98.6% |