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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 | $260,565 | $81,643+219.2% | $70,462+269.8% | $158,950+63.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 156.97% | 208.51%-51.5pp | 109.08%+47.9pp | 302.91%-145.9pp |
| Employer contribution / active EE | $16,607 | $3,218+416.1% | $2,737+506.6% | $4,762+248.7% |
| Participant deferral / active EE | $22,750 | $4,555+399.5% | $3,710+513.3% | $5,983+280.3% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |