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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 | $363,188 | $97,765+271.5% | $103,486+251.0% | $145,884+149.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 25.44%-14.2pp | 23.93%-12.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $43,500 | $4,687+828.1% | $4,679+829.6% | $4,662+833.0% |
| Participant deferral / active EE | $30,500 | $6,606+361.7% | $6,628+360.2% | $6,690+355.9% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |