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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 | $129,737+383.1% | $119,126+426.1% | $154,746+305.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.99% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $46,500 | $4,375+962.9% | $4,034+1052.8% | $4,379+961.9% |
| Participant deferral / active EE | $29,125 | $5,842+398.6% | $5,318+447.7% | $6,730+332.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |