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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 | $478,320 | $99,079+382.8% | $78,002+513.2% | $273,972+74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.61% | 217.93%-212.3pp | 425.99%-420.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $18,957 | $3,308+473.1% | $2,470+667.4% | $4,869+289.4% |
| Participant deferral / active EE | $10,747 | $4,306+149.6% | $3,497+207.3% | $5,287+103.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |