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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 | $438,026 | $217,427+101.5% | $185,837+135.7% | $167,518+161.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.11% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $11,246 | $5,874+91.4% | $5,168+117.6% | $4,838+132.4% |
| Participant deferral / active EE | $10,500 | $6,357+65.2% | $5,568+88.6% | $6,342+65.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |