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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 | $292,516 | $70,366+315.7% | $66,674+338.7% | $138,895+110.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.74% | 386.41%-364.7pp | 321.24%-299.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $39,000 | $2,765+1310.4% | $2,620+1388.5% | $4,194+829.8% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |