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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 | $2,528,106 | $99,995+2428.2% | $85,063+2872.1% | $145,978+1631.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.53% | 83.99%-63.5pp | 66.54%-46.0pp | 550.52%-530.0pp |
| Employer contribution / active EE | $51,605 | $3,231+1497.1% | $2,727+1792.3% | $4,662+1007.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |