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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 | $524,251 | $90,397+479.9% | $76,002+589.8% | $145,959+259.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.08% | 621.97%-610.9pp | 360.07%-349.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $11,120 | $3,317+235.2% | $2,688+313.6% | $4,661+138.6% |
| Participant deferral / active EE | $3,000 | $5,163-41.9% | $4,257-29.5% | $6,689-55.1% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |