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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 | $717,762 | $88,754+708.7% | $81,820+777.2% | $145,877+392.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.92% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $23,047 | $3,085+647.0% | $2,915+690.6% | $4,663+394.3% |
| Participant deferral / active EE | $30,250 | $4,648+550.9% | $4,323+599.8% | $6,691+352.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |