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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 | $367,684 | $144,124+155.1% | $117,857+212.0% | $147,585+149.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.85% | 531.17%-515.3pp | 335.09%-319.2pp | 578.56%-562.7pp |
| Employer contribution / active EE | $15,320 | $4,897+212.9% | $3,786+304.6% | $4,876+214.2% |
| Participant deferral / active EE | $24,000 | $5,316+351.5% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $144 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |