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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 | $570,012 | $167,030+241.3% | $135,768+319.8% | $155,188+267.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.09% | 678.39%-659.3pp | 526.10%-507.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $25,423 | $4,132+515.2% | $3,394+649.1% | $4,248+498.5% |
| Participant deferral / active EE | $13,525 | $4,528+198.7% | $3,977+240.1% | $6,531+107.1% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |