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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 | $404,292 | $162,529+148.8% | $130,788+209.1% | $154,746+161.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.35% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $10,692 | $4,447+140.4% | $3,558+200.5% | $4,379+144.2% |
| Participant deferral / active EE | $7,833 | $4,808+62.9% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |