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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 | $470,494 | $84,741+455.2% | $75,731+521.3% | $167,553+180.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 199.72%-181.6pp | 104.65%-86.5pp | 478.89%-460.8pp |
| Employer contribution / active EE | $10,140 | $3,230+213.9% | $2,743+269.7% | $4,840+109.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |