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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 | $169,356+78.8% | $129,406+134.0% | $145,897+107.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 14418.62%-14406.5pp | 9468.18%-9456.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $24,551 | $5,542+343.0% | $4,155+490.8% | $4,663+426.6% |
| Participant deferral / active EE | $11,566 | $4,987+131.9% | $4,167+177.5% | $6,689+72.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |