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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 | $458,417 | $162,529+182.1% | $130,788+250.5% | $154,746+196.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.17% | 510.48%-492.3pp | 386.44%-368.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $46,500 | $4,447+945.5% | $3,558+1206.9% | $4,379+961.9% |
| Participant deferral / active EE | $23,500 | $4,808+388.7% | $4,137+468.0% | $6,730+249.2% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |