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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 | $381,755 | $109,967+247.2% | $97,197+292.8% | $145,877+161.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.63% | 244.27%-219.6pp | 75.47%-50.8pp | 551.28%-526.6pp |
| Employer contribution / active EE | $3,650 | $3,077+18.6% | $2,723+34.1% | $4,663-21.7% |
| Participant deferral / active EE | $27,905 | $4,676+496.7% | $4,263+554.5% | $6,691+317.1% |
| Admin fee / account holder | $5 | $6,199-99.9% | $5,637-99.9% | $13,402-100.0% |