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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 | $326,959 | $99,995+227.0% | $85,063+284.4% | $145,978+124.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 49.69% | 83.99%-34.3pp | 66.54%-16.8pp | 550.52%-500.8pp |
| Employer contribution / active EE | $1,432 | $3,231-55.7% | $2,727-47.5% | $4,662-69.3% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $7,255-100.0% | $6,155-99.9% | $13,400-100.0% |