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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 | $3,983,962 | $115,814+3340.0% | $101,275+3833.8% | $158,982+2405.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 102.72% | 56.16%+46.6pp | 46.48%+56.2pp | 302.99%-200.3pp |
| Employer contribution / active EE | $8,831 | $4,176+111.5% | $3,660+141.3% | $4,763+85.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |