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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 | $317,021 | $738,296-57.1% | $731,371-56.7% | $479,618-33.9% |
| Participation rate | 100.0% | 88.1%+11.9pp | 88.3%+11.7pp | 89.3%+10.7pp |
| Annual return | 5.38% | 476.14%-470.8pp | 451.29%-445.9pp | 101.32%-95.9pp |
| Employer contribution / active EE | $0 | $27,265-100.0% | $26,883-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,520-100.0% |