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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 | $501,343 | $69,118+625.3% | $53,647+834.5% | $138,895+261.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.19% | 248.26%-230.1pp | 358.33%-340.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $20,833 | $1,189+1651.5% | $962+2065.5% | $4,194+396.7% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |