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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 | $269,738 | $125,184+115.5% | $105,607+155.4% | $145,884+84.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 225.00%-210.6pp | 116.11%-101.7pp | 551.85%-537.5pp |
| Employer contribution / active EE | $13,565 | $3,720+264.7% | $3,167+328.3% | $4,662+190.9% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $156 | $17,133-99.1% | $10,958-98.6% | $13,392-98.8% |