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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 | $281,466 | $160,040+75.9% | $147,096+91.3% | $145,877+92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.65% | 98.49%-50.8pp | 419.75%-372.1pp | 551.28%-503.6pp |
| Employer contribution / active EE | $23,367 | $5,289+341.8% | $4,936+373.4% | $4,663+401.1% |
| Participant deferral / active EE | $12,616 | $8,429+49.7% | $8,071+56.3% | $6,691+88.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |