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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 | $450,414 | $85,024+429.8% | $70,544+538.5% | $139,466+223.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 28.29% | 30.39%-2.1pp | 32.79%-4.5pp | 373.66%-345.4pp |
| Employer contribution / active EE | $21,173 | $3,912+441.2% | $2,976+611.5% | $4,754+345.4% |
| Participant deferral / active EE | $11,990 | $5,891+103.5% | $4,568+162.5% | $6,712+78.6% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |