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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 | $304,068 | $103,008+195.2% | $90,304+236.7% | $152,897+98.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.11% | 95.22%-77.1pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $25,000 | $3,139+696.3% | $2,855+775.7% | $4,764+424.8% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |