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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 | $646,177 | $183,539+252.1% | $155,556+315.4% | $145,897+342.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $21,055 | $5,315+296.1% | $4,675+350.3% | $4,663+351.6% |
| Participant deferral / active EE | $20,000 | $6,467+209.3% | $5,631+255.2% | $6,689+199.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |