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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 | $259,312 | $106,008+144.6% | $92,240+181.1% | $147,586+75.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 50.05%-31.9pp | 176.29%-158.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $5,700 | $4,333+31.5% | $3,680+54.9% | $4,876+16.9% |
| Participant deferral / active EE | $10,954 | $4,478+144.6% | $3,897+181.1% | $5,439+101.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |