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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 | $441,617 | $76,519+477.1% | $56,025+688.2% | $145,897+202.7% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 5.94% | 3017.03%-3011.1pp | 1712.69%-1706.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $250 | $1,383-81.9% | $1,042-76.0% | $4,663-94.6% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |