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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 | $382,807 | $197,819+93.5% | $155,789+145.7% | $125,389+205.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.90% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.3pp |
| Employer contribution / active EE | $24,313 | $4,850+401.2% | $3,839+533.4% | $4,866+399.6% |
| Participant deferral / active EE | $16,420 | $5,631+191.6% | $4,798+242.2% | $5,352+206.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |