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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 | $288,835 | $67,352+328.8% | $60,899+374.3% | $134,509+114.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.02% | 49.99%-69.0pp | 16.92%-35.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $4,240 | $3,098+36.9% | $2,702+56.9% | $4,741-10.6% |
| Participant deferral / active EE | $15,085 | $4,539+232.3% | $3,817+295.2% | $6,400+135.7% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |