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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 | $1,578,351 | $111,878+1310.8% | $93,727+1584.0% | $145,897+981.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 495.08% | 204.28%+290.8pp | 133.83%+361.3pp | 552.29%-57.2pp |
| Employer contribution / active EE | $1,235 | $3,092-60.1% | $2,421-49.0% | $4,663-73.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |