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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 | $339,296 | $226,090+50.1% | $182,531+85.9% | $152,885+121.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.16% | 192.57%-172.4pp | 148.57%-128.4pp | 345.39%-325.2pp |
| Employer contribution / active EE | $16,667 | $4,978+234.8% | $4,075+309.0% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $48 | $10,705-99.5% | $8,593-99.4% | $11,598-99.6% |