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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 | $353,264 | $88,815+297.8% | $81,882+331.4% | $145,897+142.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.61% | 1033.75%-1008.1pp | 779.47%-753.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $13,896 | $3,086+350.2% | $2,916+376.5% | $4,663+198.0% |
| Participant deferral / active EE | $26,585 | $4,647+472.1% | $4,323+515.0% | $6,689+297.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |