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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 | $359,743 | $90,614+297.0% | $76,089+372.8% | $145,877+146.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.53% | 623.80%-599.3pp | 360.94%-336.4pp | 551.28%-526.8pp |
| Employer contribution / active EE | $2,974 | $3,324-10.5% | $2,690+10.6% | $4,663-36.2% |
| Participant deferral / active EE | $13,908 | $5,168+169.1% | $4,259+226.5% | $6,691+107.9% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |