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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 | $444,199 | $129,737+242.4% | $119,126+272.9% | $154,746+187.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.14% | 379.08%-359.9pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $15,317 | $4,375+250.1% | $4,034+279.7% | $4,379+249.8% |
| Participant deferral / active EE | $9,000 | $5,842+54.1% | $5,318+69.2% | $6,730+33.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |