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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 | $334,281 | $102,696+225.5% | $86,235+287.6% | $139,487+139.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.94% | 1925.91%-1908.0pp | 1170.03%-1152.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $14,998 | $3,034+394.3% | $2,381+529.9% | $4,755+215.4% |
| Participant deferral / active EE | $8,785 | $4,679+87.8% | $3,987+120.3% | $6,713+30.9% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |