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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 | $468,213 | $113,338+313.1% | $94,993+392.9% | $147,586+217.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.64% | 20.80%-7.2pp | 27.14%-13.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $19,000 | $3,160+501.2% | $2,603+629.8% | $4,876+289.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |