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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 | $606,364 | $88,815+582.7% | $81,882+640.5% | $145,897+315.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.78% | 1033.75%-1015.0pp | 779.47%-760.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $12,535 | $3,086+306.2% | $2,916+329.9% | $4,663+168.8% |
| Participant deferral / active EE | $8,444 | $4,647+81.7% | $4,323+95.3% | $6,689+26.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |