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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 | $571,424 | $100,938+466.1% | $90,461+531.7% | $158,982+259.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.46% | 1727.20%-1716.7pp | 1294.76%-1284.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,438 | $3,691-6.9% | $3,264+5.3% | $4,763-27.8% |
| Participant deferral / active EE | $14,750 | $4,350+239.1% | $3,964+272.1% | $5,983+146.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |