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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 | $390,051 | $165,381+135.8% | $149,730+160.5% | $158,966+145.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $41,667 | $5,104+716.3% | $4,645+797.0% | $4,762+774.9% |
| Participant deferral / active EE | $4,333 | $7,182-39.7% | $6,843-36.7% | $5,983-27.6% |
| Admin fee / account holder | $123 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |