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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 | $90,614+478.6% | $76,089+589.0% | $145,877+259.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.08% | 623.80%-612.7pp | 360.94%-349.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $11,120 | $3,324+234.5% | $2,690+313.4% | $4,663+138.5% |
| Participant deferral / active EE | $3,000 | $5,168-42.0% | $4,259-29.6% | $6,691-55.2% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |