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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 | $450,997 | $125,237+260.1% | $105,608+327.0% | $145,877+209.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 225.76%-211.7pp | 116.50%-102.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,116 | $3,720-70.0% | $3,167-64.7% | $4,663-76.1% |
| Participant deferral / active EE | $3,660 | $5,711-35.9% | $5,010-26.9% | $6,691-45.3% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |