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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 | $1,037,732 | $97,732+961.8% | $83,831+1137.9% | $135,380+666.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 11.28% | 1287.56%-1276.3pp | 850.99%-839.7pp | 519.81%-508.5pp |
| Employer contribution / active EE | $41,250 | $4,222+877.0% | $3,631+1036.0% | $4,779+763.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |