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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 | $539,227 | $90,614+495.1% | $76,089+608.7% | $145,877+269.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 623.80%-608.0pp | 360.94%-345.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $14,633 | $3,324+340.2% | $2,690+444.0% | $4,663+213.8% |
| Participant deferral / active EE | $11,989 | $5,168+132.0% | $4,259+181.5% | $6,691+79.2% |
| Admin fee / account holder | $8 | $8,376-99.9% | $6,418-99.9% | $13,402-99.9% |