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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 | $410,539 | $112,112+266.2% | $95,956+327.8% | $158,950+158.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.42% | 171.15%-158.7pp | 91.63%-79.2pp | 302.91%-290.5pp |
| Employer contribution / active EE | $14,286 | $3,199+346.6% | $2,541+462.2% | $4,762+200.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $95 | $10,134-99.1% | $6,797-98.6% | $11,248-99.2% |