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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 | $608,549 | $103,000+490.8% | $90,300+573.9% | $152,885+298.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.04% | 95.19%-73.2pp | 78.11%-56.1pp | 345.39%-323.3pp |
| Employer contribution / active EE | $18,585 | $3,138+492.2% | $2,854+551.2% | $4,763+290.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |