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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 | $580,367 | $93,098+523.4% | $77,081+652.9% | $134,509+331.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 3.45% | 62.63%-59.2pp | 42.33%-38.9pp | 418.13%-414.7pp |
| Employer contribution / active EE | $1,103 | $3,419-67.7% | $2,813-60.8% | $4,741-76.7% |
| Participant deferral / active EE | $1,387 | $5,239-73.5% | $4,428-68.7% | $6,400-78.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |