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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 | $388,694 | $83,337+366.4% | $67,834+473.0% | $273,972+41.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.08% | 259.45%-256.4pp | 138.47%-135.4pp | 41.46%-38.4pp |
| Employer contribution / active EE | $12,988 | $3,287+295.1% | $2,403+440.4% | $4,869+166.8% |
| Participant deferral / active EE | $12,265 | $4,088+200.0% | $3,160+288.2% | $5,287+132.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |