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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 | $417,155 | $134,817+209.4% | $123,973+236.5% | $155,188+168.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 131.58% | 515.49%-383.9pp | 388.13%-256.6pp | 148.84%-17.3pp |
| Employer contribution / active EE | $9,711 | $4,425+119.5% | $4,126+135.4% | $4,248+128.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $194 | $13,245-98.5% | $11,799-98.4% | $14,480-98.7% |