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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 | $633,370 | $102,938+515.3% | $94,105+573.0% | $138,895+356.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.50% | 250.28%-234.8pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $15,000 | $2,732+449.1% | $2,504+498.9% | $4,194+257.6% |
| Participant deferral / active EE | $23,667 | $4,196+464.0% | $3,881+509.8% | $6,396+270.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |