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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 | $302,861 | $169,361+78.8% | $129,397+134.1% | $145,877+107.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 14395.54%-14383.4pp | 9453.98%-9441.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $24,551 | $5,542+343.0% | $4,154+491.0% | $4,663+426.5% |
| Participant deferral / active EE | $11,566 | $4,987+131.9% | $4,167+177.5% | $6,691+72.9% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |