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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 | $797,727 | $125,190+537.2% | $105,624+655.3% | $145,897+446.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.60% | 225.22%-208.6pp | 116.20%-99.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $20,171 | $3,720+442.2% | $3,168+536.8% | $4,663+332.6% |
| Participant deferral / active EE | $16,651 | $5,716+191.3% | $5,013+232.2% | $6,689+148.9% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |