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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 | $360,190 | $136,179+164.5% | $98,755+264.7% | $167,518+115.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 30.13% | 67.53%-37.4pp | 49.91%-19.8pp | 478.71%-448.6pp |
| Employer contribution / active EE | $333 | $2,631-87.3% | $2,067-83.9% | $4,838-93.1% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,312-100.0% |