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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 | $284,958 | $111,814+154.9% | $103,374+175.7% | $145,959+95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 175.49% | 24.77%+150.7pp | 24.89%+150.6pp | 561.95%-386.5pp |
| Employer contribution / active EE | $19,063 | $4,214+352.4% | $3,869+392.7% | $4,661+309.0% |
| Participant deferral / active EE | $8,297 | $5,618+47.7% | $5,058+64.1% | $6,689+24.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |