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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 | $469,472 | $165,584+183.5% | $142,942+228.4% | $137,256+242.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 22.27% | 164.22%-142.0pp | 113.70%-91.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $12,500 | $4,725+164.5% | $4,139+202.0% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |