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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 | $488,802 | $134,001+264.8% | $112,258+335.4% | $134,509+263.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.28% | 47.15%-48.4pp | 27.47%-28.8pp | 418.13%-419.4pp |
| Employer contribution / active EE | $15,958 | $4,039+295.1% | $3,636+338.9% | $4,741+236.6% |
| Participant deferral / active EE | $6,222 | $5,291+17.6% | $4,728+31.6% | $6,400-2.8% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |