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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 | $460,772 | $217,427+111.9% | $185,837+147.9% | $167,518+175.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.81% | 148.39%-130.6pp | 122.08%-104.3pp | 478.71%-460.9pp |
| Employer contribution / active EE | $20,388 | $5,874+247.1% | $5,168+294.5% | $4,838+321.4% |
| Participant deferral / active EE | $15,609 | $6,357+145.5% | $5,568+180.3% | $6,342+146.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |