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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 | $90,530+603.0% | $76,030+737.1% | $145,897+336.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.11% | 625.08%-616.0pp | 361.54%-352.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $22,239 | $3,319+570.0% | $2,688+727.5% | $4,663+377.0% |
| Participant deferral / active EE | $12,200 | $5,164+136.2% | $4,257+186.6% | $6,689+82.4% |
| Admin fee / account holder | $16 | $8,383-99.8% | $6,421-99.8% | $13,390-99.9% |