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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 | $311,144 | $96,643+222.0% | $86,617+259.2% | $139,456+123.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.88% | 106.57%-91.7pp | 591.91%-577.0pp | 373.45%-358.6pp |
| Employer contribution / active EE | $6,384 | $3,264+95.6% | $3,023+111.1% | $4,753+34.3% |
| Participant deferral / active EE | $8,776 | $4,835+81.5% | $4,437+97.8% | $6,711+30.8% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |