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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 | $398,001 | $100,060+297.8% | $149,721+165.8% | $70,126+467.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 68.85% | 27.46%+41.4pp | 1501.67%-1432.8pp | 73.15%-4.3pp |
| Employer contribution / active EE | $21,538 | $3,661+488.3% | $5,444+295.6% | $2,343+819.5% |
| Participant deferral / active EE | $15,970 | $4,982+220.6% | $6,568+143.1% | $3,332+379.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |