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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 | $421,420 | $110,551+281.2% | $80,741+421.9% | $167,518+151.6% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 187.29% | 120.57%+66.7pp | 87.30%+100.0pp | 478.71%-291.4pp |
| Employer contribution / active EE | $1,007 | $1,543-34.7% | $1,160-13.2% | $4,838-79.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |