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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 | $342,931 | $103,008+232.9% | $90,304+279.8% | $152,897+124.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.99% | 95.22%-68.2pp | 78.13%-51.1pp | 345.43%-318.4pp |
| Employer contribution / active EE | $16,405 | $3,139+422.5% | $2,855+474.6% | $4,764+244.4% |
| Participant deferral / active EE | $10,146 | $4,281+137.0% | $3,885+161.2% | $5,851+73.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |