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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 | $449,565 | $99,011+354.1% | $86,582+419.2% | $147,586+204.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.77% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $14,507 | $3,132+363.2% | $2,839+410.9% | $4,876+197.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77 | $5,709-98.6% | $4,904-98.4% | $10,886-99.3% |