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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 | $378,172 | $108,701+247.9% | $74,723+406.1% | $152,909+147.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 26.44% | 114.12%-87.7pp | 753.18%-726.7pp | 345.46%-319.0pp |
| Employer contribution / active EE | $16,379 | $1,504+988.9% | $1,084+1410.7% | $4,764+243.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |