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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 | $2,110,958 | $165,939+1172.1% | $122,354+1625.3% | $147,586+1330.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 103.14% | 34.56%+68.6pp | 30.28%+72.9pp | 578.59%-475.5pp |
| Employer contribution / active EE | $34,750 | $5,754+503.9% | $4,051+757.8% | $4,876+612.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |