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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 | $404,992 | $110,039+268.0% | $97,260+316.4% | $145,884+177.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.69% | 244.44%-231.8pp | 75.54%-62.9pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,101 | $3,074+98.5% | $2,721+124.2% | $4,662+30.9% |
| Participant deferral / active EE | $16,855 | $4,674+260.6% | $4,262+295.5% | $6,690+152.0% |
| Admin fee / account holder | $33 | $6,204-99.5% | $5,640-99.4% | $13,392-99.8% |