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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 | $613,232 | $93,346+556.9% | $71,796+754.1% | $273,972+123.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.65% | 130.39%-117.7pp | 78.04%-65.4pp | 41.46%-28.8pp |
| Employer contribution / active EE | $27,732 | $2,733+914.6% | $1,924+1341.0% | $4,869+469.6% |
| Participant deferral / active EE | $24,000 | $3,475+590.6% | $2,794+758.8% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |