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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 | $156,897+109.6% | $121,147+171.5% | $139,427+135.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 1475.10%-1457.6pp | 986.30%-968.8pp | 373.27%-355.8pp |
| Employer contribution / active EE | $27,655 | $5,539+399.3% | $4,166+563.8% | $4,752+482.0% |
| Participant deferral / active EE | $5,895 | $4,846+21.6% | $4,081+44.4% | $6,711-12.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |