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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 | $469,472 | $182,823+156.8% | $161,596+190.5% | $198,609+136.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 22.27% | 484.64%-462.4pp | 389.92%-367.7pp | 202.70%-180.4pp |
| Employer contribution / active EE | $12,500 | $4,109+204.2% | $3,977+214.3% | $5,055+147.3% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |