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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 | $461,360 | $90,606+409.2% | $79,466+480.6% | $135,379+240.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.49% | 977.69%-972.2pp | 718.28%-712.8pp | 519.79%-514.3pp |
| Employer contribution / active EE | $21,782 | $3,068+610.1% | $2,800+677.9% | $4,779+355.8% |
| Participant deferral / active EE | $12,620 | $4,050+211.6% | $3,704+240.7% | $5,609+125.0% |
| Admin fee / account holder | $20 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |