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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 | $521,155 | $118,708+339.0% | $98,920+426.8% | $158,982+227.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.47% | 372.49%-347.0pp | 196.47%-171.0pp | 302.99%-277.5pp |
| Employer contribution / active EE | $4,909 | $3,334+47.2% | $2,689+82.5% | $4,763+3.1% |
| Participant deferral / active EE | $13,363 | $5,089+162.6% | $4,245+214.8% | $5,983+123.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |