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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 | $440,533 | $167,030+163.7% | $135,768+224.5% | $155,188+183.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.30% | 678.39%-659.1pp | 526.10%-506.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $16,698 | $4,132+304.1% | $3,394+392.0% | $4,248+293.1% |
| Participant deferral / active EE | $13,678 | $4,528+202.1% | $3,977+243.9% | $6,531+109.4% |
| Admin fee / account holder | $26 | $8,172-99.7% | $7,048-99.6% | $14,480-99.8% |