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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 | $530,534 | $104,907+405.7% | $84,610+527.0% | $152,870+247.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.17% | 373.79%-359.6pp | 258.74%-244.6pp | 345.34%-331.2pp |
| Employer contribution / active EE | $8,250 | $3,301+149.9% | $2,652+211.1% | $4,763+73.2% |
| Participant deferral / active EE | $13,750 | $4,688+193.3% | $3,899+252.7% | $5,850+135.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,597-100.0% |