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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 | $90,691+601.7% | $76,119+736.1% | $145,884+336.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.11% | 624.52%-615.4pp | 361.25%-352.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $22,239 | $3,329+568.1% | $2,693+725.9% | $4,662+377.0% |
| Participant deferral / active EE | $12,200 | $5,167+136.1% | $4,259+186.4% | $6,690+82.4% |
| Admin fee / account holder | $16 | $8,383-99.8% | $6,421-99.8% | $13,392-99.9% |