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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 | $371,032 | $150,445+146.6% | $136,297+172.2% | $147,585+151.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.46% | 1049.14%-1029.7pp | 5156.16%-5136.7pp | 578.57%-559.1pp |
| Employer contribution / active EE | $19,060 | $5,256+262.6% | $4,696+305.9% | $4,876+290.9% |
| Participant deferral / active EE | $22,500 | $6,631+239.3% | $6,247+260.2% | $5,439+313.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |