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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 | $416,727 | $83,337+400.1% | $67,834+514.3% | $273,970+52.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.72% | 259.45%-254.7pp | 138.47%-133.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $22,957 | $3,287+598.4% | $2,403+855.2% | $4,869+371.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |