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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 | $376,080 | $138,076+172.4% | $123,553+204.4% | $135,380+177.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.40% | 153.70%-153.3pp | 119.21%-118.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $20,200 | $5,152+292.1% | $4,628+336.5% | $4,779+322.7% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $83 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |