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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 | $475,744 | $138,076+244.6% | $123,553+285.1% | $135,380+251.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.69% | 153.70%-150.0pp | 119.21%-115.5pp | 519.81%-516.1pp |
| Employer contribution / active EE | $30,934 | $5,152+500.5% | $4,628+568.4% | $4,779+547.3% |
| Participant deferral / active EE | $12,490 | $6,800+83.7% | $6,426+94.4% | $5,609+122.7% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |