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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 | $365,407 | $108,882+235.6% | $96,754+277.7% | $154,746+136.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.53% | 98.39%-83.9pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $23,500 | $3,018+678.6% | $2,679+777.1% | $4,379+436.6% |
| Participant deferral / active EE | $23,500 | $5,323+341.5% | $4,758+393.9% | $6,730+249.2% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |