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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 | $489,459 | $116,190+321.3% | $93,614+422.8% | $152,885+220.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 30.31% | 35.96%-5.7pp | 32.76%-2.5pp | 345.39%-315.1pp |
| Employer contribution / active EE | $20,302 | $3,219+530.8% | $2,718+646.9% | $4,763+326.2% |
| Participant deferral / active EE | $15,556 | $4,604+237.9% | $4,069+282.3% | $5,851+165.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |