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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 | $90,397+496.5% | $76,002+609.5% | $145,959+269.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.78% | 621.97%-606.2pp | 360.07%-344.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $14,633 | $3,317+341.1% | $2,688+444.3% | $4,661+213.9% |
| Participant deferral / active EE | $11,989 | $5,163+132.2% | $4,257+181.7% | $6,689+79.2% |
| Admin fee / account holder | $8 | $8,369-99.9% | $6,414-99.9% | $13,398-99.9% |