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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 | $408,757 | $115,810+253.0% | $101,271+303.6% | $158,966+157.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.58% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $21,650 | $4,175+418.5% | $3,660+491.5% | $4,762+354.6% |
| Participant deferral / active EE | $19,500 | $4,958+293.3% | $4,371+346.2% | $5,983+225.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |