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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 | $328,886 | $156,970+109.5% | $121,210+171.3% | $139,487+135.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 1477.10%-1459.6pp | 987.41%-969.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $27,655 | $5,546+398.6% | $4,171+563.0% | $4,755+481.6% |
| Participant deferral / active EE | $5,895 | $4,849+21.6% | $4,084+44.3% | $6,713-12.2% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |