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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 | $448,214 | $105,145+326.3% | $94,664+373.5% | $139,466+221.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 38.09%-24.0pp | 156.84%-142.8pp | 373.66%-359.6pp |
| Employer contribution / active EE | $30,147 | $4,107+634.0% | $3,673+720.8% | $4,754+534.2% |
| Participant deferral / active EE | $20,436 | $7,599+169.0% | $7,417+175.5% | $6,712+204.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |