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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 | $1,255,975 | $111,785+1023.6% | $93,669+1240.9% | $145,877+761.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 42.03% | 203.79%-161.8pp | 133.59%-91.6pp | 551.28%-509.3pp |
| Employer contribution / active EE | $12,318 | $3,096+297.9% | $2,424+408.3% | $4,663+164.2% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |