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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 | $294,306 | $126,519+132.6% | $106,201+177.1% | $145,959+101.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.37% | 225.10%-210.7pp | 116.26%-101.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $6,427 | $3,726+72.5% | $3,170+102.8% | $4,661+37.9% |
| Participant deferral / active EE | $23,066 | $5,716+303.6% | $5,012+360.2% | $6,689+244.9% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |