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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 | $88,702+709.2% | $81,780+777.7% | $145,978+391.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.92% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $23,047 | $3,084+647.2% | $2,914+690.9% | $4,662+394.4% |
| Participant deferral / active EE | $30,250 | $4,645+551.2% | $4,321+600.1% | $6,690+352.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |