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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 | $757,144 | $124,346+508.9% | $111,308+580.2% | $167,536+351.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.50% | 37.45%-24.9pp | 54.67%-42.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $24,223 | $3,437+604.7% | $2,732+786.7% | $4,839+400.6% |
| Participant deferral / active EE | $13,000 | $5,182+150.9% | $4,487+189.7% | $6,342+105.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |