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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 | $492,936 | $121,677+305.1% | $104,625+371.1% | $158,966+210.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.03% | 465.58%-455.5pp | 340.60%-330.6pp | 302.95%-292.9pp |
| Employer contribution / active EE | $7,265 | $3,165+129.6% | $2,681+170.9% | $4,762+52.6% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11 | $7,777-99.9% | $6,465-99.8% | $11,250-99.9% |