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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 | $1,603,306 | $167,483+857.3% | $115,752+1285.1% | $147,586+986.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 17.38% | 12.11%+5.3pp | 19.41%-2.0pp | 578.59%-561.2pp |
| Employer contribution / active EE | $25,884 | $4,960+421.9% | $3,492+641.2% | $4,876+430.8% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |