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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 | $780,011 | $115,810+573.5% | $101,271+670.2% | $158,966+390.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.92% | 56.15%-41.2pp | 46.48%-31.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $30,596 | $4,175+632.8% | $3,660+735.9% | $4,762+542.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |