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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 | $276,641 | $129,476+113.7% | $93,515+195.8% | $158,982+74.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 126.64% | 118.56%+8.1pp | 78.21%+48.4pp | 302.99%-176.4pp |
| Employer contribution / active EE | $200 | $2,717-92.6% | $2,077-90.4% | $4,763-95.8% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,396-100.0% | $5,235-100.0% | $11,252-100.0% |