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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 | $478,486 | $103,038+364.4% | $90,324+429.7% | $152,909+212.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 136.50% | 95.25%+41.3pp | 78.15%+58.4pp | 345.46%-209.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,335 | $4,282+234.8% | $3,885+268.9% | $5,851+145.0% |
| Admin fee / account holder | $24 | $6,177-99.6% | $5,356-99.6% | $11,601-99.8% |