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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 | $385,605 | $109,904+250.9% | $97,167+296.8% | $145,959+164.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.25% | 243.43%-233.2pp | 75.27%-65.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $4,184 | $3,084+35.6% | $2,729+53.3% | $4,661-10.2% |
| Participant deferral / active EE | $11,500 | $4,676+145.9% | $4,264+169.7% | $6,689+71.9% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |