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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 | $284,617 | $110,830+156.8% | $86,625+228.6% | $167,553+69.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.61% | 116.99%-102.4pp | 63.52%-48.9pp | 478.89%-464.3pp |
| Employer contribution / active EE | $8,000 | $3,245+146.5% | $2,496+220.5% | $4,840+65.3% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |