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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 | $761,743 | $101,063+653.7% | $81,473+835.0% | $147,586+416.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.35% | 32.41%-20.1pp | 38.78%-26.4pp | 578.59%-566.2pp |
| Employer contribution / active EE | $30,600 | $3,206+854.6% | $2,568+1091.6% | $4,876+527.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |