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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 | $875,928 | $227,633+284.8% | $189,597+362.0% | $167,553+422.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.44% | 78.45%-54.0pp | 64.20%-39.8pp | 478.89%-454.4pp |
| Employer contribution / active EE | $34,313 | $5,317+545.4% | $4,412+677.7% | $4,840+609.0% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |