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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 | $447,123 | $138,075+223.8% | $123,552+261.9% | $135,379+230.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.94% | 153.70%-145.8pp | 119.20%-111.3pp | 519.79%-511.9pp |
| Employer contribution / active EE | $19,878 | $5,152+285.8% | $4,628+329.5% | $4,779+316.0% |
| Participant deferral / active EE | $12,675 | $6,800+86.4% | $6,426+97.3% | $5,609+126.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |