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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 | $548,183 | $99,031+453.5% | $86,597+533.0% | $147,585+271.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1312.56%-1299.0pp | 964.96%-951.4pp | 578.57%-565.0pp |
| Employer contribution / active EE | $21,940 | $3,132+600.4% | $2,840+672.7% | $4,876+349.9% |
| Participant deferral / active EE | $5,897 | $3,972+48.4% | $3,609+63.4% | $5,439+8.4% |
| Admin fee / account holder | $1 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |