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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 | $452,220 | $156,970+188.1% | $121,210+273.1% | $139,487+224.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 38.37% | 1477.10%-1438.7pp | 987.41%-949.0pp | 373.84%-335.5pp |
| Employer contribution / active EE | $6,250 | $5,546+12.7% | $4,171+49.9% | $4,755+31.4% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |