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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 | $360,475 | $138,076+161.1% | $123,553+191.8% | $135,380+166.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.06% | 153.70%-148.6pp | 119.21%-114.1pp | 519.81%-514.7pp |
| Employer contribution / active EE | $22,520 | $5,152+337.1% | $4,628+386.6% | $4,779+371.2% |
| Participant deferral / active EE | $16,894 | $6,800+148.5% | $6,426+162.9% | $5,609+201.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |