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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 | $72,071+338.7% | $68,368+362.4% | $137,256+130.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.80% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $30,336 | $2,788+988.1% | $2,649+1045.2% | $4,156+629.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $207 | $5,336-96.1% | $5,150-96.0% | $12,270-98.3% |