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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 | $636,066 | $103,008+517.5% | $90,304+604.4% | $152,897+316.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.41% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $13,271 | $3,139+322.7% | $2,855+364.8% | $4,764+178.6% |
| Participant deferral / active EE | $20,096 | $4,281+369.4% | $3,885+417.3% | $5,851+243.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |