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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 | $352,354 | $76,368+361.4% | $67,681+420.6% | $154,746+127.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.07% | 1066.77%-1048.7pp | 590.58%-572.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $9,257 | $3,151+193.7% | $2,678+245.6% | $4,379+111.4% |
| Participant deferral / active EE | $13,257 | $4,824+174.8% | $3,976+233.5% | $6,730+97.0% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |