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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 | $470,538 | $112,099+319.8% | $95,954+390.4% | $158,931+196.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.79% | 171.12%-155.3pp | 91.62%-75.8pp | 302.86%-287.1pp |
| Employer contribution / active EE | $1,184 | $3,198-63.0% | $2,541-53.4% | $4,761-75.1% |
| Participant deferral / active EE | $5,318 | $4,784+11.2% | $4,167+27.6% | $5,982-11.1% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |