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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 | $351,150 | $107,941+225.3% | $91,994+281.7% | $152,897+129.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 28.34% | 89.28%-60.9pp | 69.04%-40.7pp | 345.43%-317.1pp |
| Employer contribution / active EE | $19,533 | $4,212+363.8% | $3,453+465.7% | $4,764+310.0% |
| Participant deferral / active EE | $12,500 | $6,366+96.4% | $5,924+111.0% | $5,851+113.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |