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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 | $338,837 | $165,939+104.2% | $122,354+176.9% | $147,586+129.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 8.69% | 34.56%-25.9pp | 30.28%-21.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $20,011 | $5,754+247.7% | $4,051+394.0% | $4,876+310.4% |
| Participant deferral / active EE | $16,800 | $4,005+319.4% | $3,287+411.1% | $5,439+208.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |