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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 | $110,093+250.3% | $97,295+296.3% | $145,897+164.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.25% | 244.76%-234.5pp | 75.62%-65.4pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,184 | $3,077+35.9% | $2,723+53.6% | $4,663-10.3% |
| Participant deferral / active EE | $11,500 | $4,678+145.8% | $4,264+169.7% | $6,689+71.9% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |