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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 | $364,966 | $112,112+225.5% | $95,956+280.3% | $158,950+129.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.48% | 171.15%-150.7pp | 91.63%-71.2pp | 302.91%-282.4pp |
| Employer contribution / active EE | $20,722 | $3,199+547.8% | $2,541+715.5% | $4,762+335.2% |
| Participant deferral / active EE | $11,826 | $4,784+147.2% | $4,167+183.8% | $5,983+97.7% |
| Admin fee / account holder | $2 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |