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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 | $364,343 | $117,846+209.2% | $102,434+255.7% | $145,884+149.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 127.31% | 31.90%+95.4pp | 29.46%+97.9pp | 551.85%-424.5pp |
| Employer contribution / active EE | $5,842 | $3,615+61.6% | $3,023+93.2% | $4,662+25.3% |
| Participant deferral / active EE | $10,971 | $5,733+91.4% | $5,055+117.0% | $6,690+64.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |