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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 | $314,135 | $150,446+108.8% | $136,297+130.5% | $147,585+112.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.03% | 1049.14%-1032.1pp | 5156.19%-5139.2pp | 578.58%-561.6pp |
| Employer contribution / active EE | $4,269 | $5,256-18.8% | $4,696-9.1% | $4,876-12.5% |
| Participant deferral / active EE | $10,675 | $6,631+61.0% | $6,247+70.9% | $5,439+96.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |