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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 | $260,442 | $171,492+51.9% | $150,734+72.8% | $198,609+31.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 34.82% | 804.70%-769.9pp | 600.81%-566.0pp | 202.70%-167.9pp |
| Employer contribution / active EE | $2,160 | $5,470-60.5% | $4,918-56.1% | $5,055-57.3% |
| Participant deferral / active EE | $24,000 | $6,259+283.5% | $5,610+327.8% | $6,977+244.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |