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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 | $397,848 | $150,197+164.9% | $120,368+230.5% | $145,959+172.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.21% | 154.26%-143.1pp | 107.26%-96.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $23,643 | $4,350+443.5% | $3,465+582.4% | $4,661+407.3% |
| Participant deferral / active EE | $13,313 | $6,174+115.6% | $4,991+166.7% | $6,689+99.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |