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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 | $317,994 | $124,346+155.7% | $111,308+185.7% | $167,536+89.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.71% | 37.45%-14.7pp | 54.67%-32.0pp | 478.82%-456.1pp |
| Employer contribution / active EE | $6,298 | $3,437+83.2% | $2,732+130.6% | $4,839+30.2% |
| Participant deferral / active EE | $18,848 | $5,182+263.8% | $4,487+320.0% | $6,342+197.2% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |