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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 | $366,530 | $106,008+245.8% | $92,240+297.4% | $147,586+148.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.01% | 50.05%-31.0pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $25,014 | $4,333+477.2% | $3,680+579.8% | $4,876+413.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $235 | $6,333-96.3% | $5,194-95.5% | $10,886-97.8% |