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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 | $333,974 | $90,691+268.3% | $76,119+338.8% | $145,884+128.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.70% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $37,291 | $3,329+1020.2% | $2,693+1284.9% | $4,662+699.8% |
| Participant deferral / active EE | $18,001 | $5,167+248.4% | $4,259+322.6% | $6,690+169.1% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |