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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 | $508,093 | $116,203+337.2% | $93,621+442.7% | $152,909+232.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.54% | 35.96%-10.4pp | 32.76%-7.2pp | 345.46%-319.9pp |
| Employer contribution / active EE | $12,500 | $3,219+288.3% | $2,719+359.8% | $4,764+162.4% |
| Participant deferral / active EE | $20,594 | $4,605+347.2% | $4,070+406.0% | $5,851+251.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |