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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 | $366,723 | $106,918+243.0% | $84,021+336.5% | $152,897+139.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.39% | 105.01%-89.6pp | 71.32%-55.9pp | 345.43%-330.0pp |
| Employer contribution / active EE | $9,891 | $2,735+261.6% | $1,984+398.6% | $4,764+107.6% |
| Participant deferral / active EE | $14,195 | $4,012+253.8% | $3,239+338.2% | $5,851+142.6% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |