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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 | $480,231 | $107,941+344.9% | $91,994+422.0% | $152,909+214.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.28% | 89.28%-71.0pp | 69.04%-50.8pp | 345.46%-327.2pp |
| Employer contribution / active EE | $18,750 | $4,212+345.2% | $3,453+443.1% | $4,764+293.6% |
| Participant deferral / active EE | $22,000 | $6,366+245.6% | $5,924+271.4% | $5,851+276.0% |
| Admin fee / account holder | $216 | $10,521-98.0% | $7,744-97.2% | $11,601-98.1% |