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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 | $398,414 | $111,787+256.4% | $93,681+325.3% | $145,978+172.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.72% | 203.52%-191.8pp | 133.47%-121.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $37,500 | $3,093+1112.3% | $2,422+1448.2% | $4,662+704.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |