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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 | $1,636,159 | $167,030+879.6% | $135,768+1105.1% | $155,188+954.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.53% | 678.39%-671.9pp | 526.10%-519.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $45,500 | $4,132+1001.0% | $3,394+1240.6% | $4,248+971.1% |
| Participant deferral / active EE | $16,500 | $4,528+264.4% | $3,977+314.9% | $6,531+152.6% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |