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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 | $636,414 | $90,614+602.3% | $76,089+736.4% | $145,877+336.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.11% | 623.80%-614.7pp | 360.94%-351.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $22,239 | $3,324+569.0% | $2,690+726.7% | $4,663+376.9% |
| Participant deferral / active EE | $12,200 | $5,168+136.1% | $4,259+186.4% | $6,691+82.3% |
| Admin fee / account holder | $16 | $8,376-99.8% | $6,418-99.8% | $13,402-99.9% |