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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 | $285,081 | $234,190+21.7% | $180,320+58.1% | $198,609+43.5% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.5%+3.5pp | 82.4%-7.4pp |
| Annual return | 13.33% | 1057.44%-1044.1pp | 778.54%-765.2pp | 202.70%-189.4pp |
| Employer contribution / active EE | $14,401 | $5,258+173.9% | $4,108+250.6% | $5,055+184.9% |
| Participant deferral / active EE | $13,625 | $4,988+173.1% | $4,304+216.5% | $6,977+95.3% |
| Admin fee / account holder | $10 | $12,558-99.9% | $10,000-99.9% | $19,030-99.9% |