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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 | $370,539 | $116,203+218.9% | $93,621+295.8% | $152,909+142.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.15% | 35.96%-14.8pp | 32.76%-11.6pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,478 | $3,219-23.0% | $2,719-8.9% | $4,764-48.0% |
| Participant deferral / active EE | $15,911 | $4,605+245.5% | $4,070+291.0% | $5,851+171.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |