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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 | $405,145 | $92,743+336.8% | $82,744+389.6% | $134,532+201.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.66% | 946.63%-942.0pp | 702.22%-697.6pp | 418.27%-413.6pp |
| Employer contribution / active EE | $13,875 | $3,273+324.0% | $3,008+361.3% | $4,741+192.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |