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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 | $478,763 | $70,366+580.4% | $66,674+618.1% | $138,895+244.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.74% | 386.41%-366.7pp | 321.24%-301.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $29,779 | $2,765+977.0% | $2,620+1036.6% | $4,194+610.0% |
| Participant deferral / active EE | $26,000 | $4,374+494.4% | $4,084+536.6% | $6,396+306.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |