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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 | $626,737 | $171,492+265.5% | $150,734+315.8% | $198,609+215.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.99% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $46,500 | $5,470+750.1% | $4,918+845.5% | $5,055+819.8% |
| Participant deferral / active EE | $29,125 | $6,259+365.3% | $5,610+419.2% | $6,977+317.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |