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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 | $473,321 | $105,160+350.1% | $94,679+399.9% | $139,456+239.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.44% | 38.04%-15.6pp | 156.75%-134.3pp | 373.45%-351.0pp |
| Employer contribution / active EE | $23,155 | $4,107+463.8% | $3,673+530.5% | $4,753+387.2% |
| Participant deferral / active EE | $15,000 | $7,599+97.4% | $7,417+102.2% | $6,711+123.5% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |